The WMI Advanced Wealth Management Programme (AWMP) is designed for relationship managers and investment advisors with at least three years of experience, and other financial practitioners who wish to deepen their knowledge and skills in wealth management.

This flexible programme is a follow-up to the WMI Certificate in Private Banking, and covers the key areas of wealth management advice, international wealth planning, client management skills, investment products, cutting-edge solutions and practical case studies.

Key features

• Comprises six modules over a nine-month period – each module takes up to four training days.
• Modular structure provides flexibility for working professionals. Participants may enrol for the entire programme or by module.
• Taught by accomplished industry practitioners.
• FICS-accredited in the areas of “Wealth Management: Relationship Management – High Net Worth (Job Role V & VI)” and “Investment Advisory Services (Job Role V)”.
• Successful participants will be awarded Statements of Attainment (SOAs).

Omar Agoes, Vice President, Deutsche Bank

Curriculum

	Relationship Management – HNW (Job Role V)*	Investment Advisory Services (Job Role V)
Module I: Capital Markets This module provides an understanding of global capital markets. A full-day case study aims to integrate the students’ product knowledge with tactical challenges in wealth and relationship management.
Module II: Further Capital Markets This module investigates the characteristics and challenges of alternative asset investments in hedge fund strategies, private equity and real estate. Students will benefit from highly integrated practitioner-led sessions on options and derivatives in foreign exchange and credit fixed income. A series of sessions takes a cross-disciplinary sweep across behavioural markets, trading strategies and financial market psychology.
Module III: Investment Advisory This module targets specialist knowledge in the area of portfolio management and construction.
Module IV: International Wealth Planning This module covers international wealth planning, focusing on the Asian wealth landscape. Topics in international tax planning are taught by leading international trust and tax practitioners.
Module V: Knowing Your Client This module covers the ethical and professional principles which are essential in protecting the interests of both the client and the bank. It will address the legal, regulatory and compliance landscape, as well as the soft skills required to establish trust with existing and prospective clients. These skills are honed through role play.
Module VI: Managing Successful Client Relationships This module emphasises the special role that senior relationship managers play in managing client risk and exposure. A special session on “Being a Trusted Market Intermediary” encompasses the necessary skill and discernment required to manage difficult client conversations when risk and exposure have exceeded prudential limits. The module also teaches important systems and skills that senior relationship managers require to analyse and manage client accounts, as well as to mentor teams and supervise client books.

*Note: Participants who have the relevant working experience and who would like to attain the certificate for Job Role VI would need to pass the assessment for Competency Unit 5 ("Perform Control and Monitoring Functions") at the Job Role VI level (a separate assessment fee is payable). For more information, please visit the official FICS website.

Intake 4 (2012)

Intake 5 (2012 – 2013)

Note: The above dates and timings are indicative and subject to change. Participants will receive the finalised schedule nearer the commencement of the Module.

Apply now

To apply, please send in your completed application form with all relevant supporting documents and an application fee of S$85.00 (non-refundable) by post to:

Wealth Management Institute Pte Ltd
60B Orchard Road
#06-18 Tower 2
The Atrium@Orchard
Singapore 238891

Financial institutions that are keen to sponsor candidates for the programme, kindly contact us.