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The WMI Advanced Wealth Management Programme (AWMP) is designed in line with the Financial Industry Competency Standards set by the Institute of Banking and Finance (IBF) in the area of Relationship Management – High Net Worth (Job Role V & VI) and Investment Advisory Services (Job Role V).
The modular structure of the programme provides flexibility for working professionals. Participants may enrol for the entire programme or by module. The programme consists of 6 modules and each module takes up to 4 training days.
The programme covers wealth management advice, international wealth planning, client management skills, investment products, cutting-edge solutions and case studies.
Participants will benefit from the wealth of experience that the teachers, who are themselves accomplished practitioners in the industry, bring to the programme.
The AWMP targets relationship managers and investment advisors with at least 3 years of experience, as well as other financial professionals who wish to update and deepen their knowledge and skills in wealth management.
Successful participants of the programme will be awarded Statements of Attainment (SOA), an industry-recognized certification issued by IBF.
To apply for this programme, please mail your application form, relevant documents and application fee of S$85 to the Wealth Management Institute.
Financial institutions that are keen to sponsor candidates for the programme can reach us at (65) 6828 6988 or exec.devt@wmi.com.sg .
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Advanced Programme 
