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.
- 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 area of “Wealth Management: Relationship Management – High Net Worth and Investment Advisory Services”.
- Successful participants will be awarded Statements of Attainment (SOAs).
The WMI Advanced Wealth Management Programme develops bankers in an effective manner. The courses and instructors are well-chosen and useful in our day-to-day tasks. I recommend that all bankers – even if they are experienced – take this course to remind them that private banking is a profession and not just a job.
Omar Agoes, Vice President, Deutsche Bank
|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.
• Trends in the Financial Services Industry
• Financial System Overview and Principles of Wealth Management
• Fixed Income
• Foreign Exchange
• Hedge Funds and Mutual Funds
• Discretionary Portfolio Management
• Case Study
|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.
• Asset Allocation
• Security Selection and Investment Styles
• The Process of Portfolio Management
• Monitoring, Servicing and Communicating
• Portfolio Measurement
• The Client's Needs
• Case Study
|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.
• Financial Needs and Goals
• Trust and Estate Planning
• International Tax Concepts for Wealth Planners
• Case Study
|Module V: Compliance & Risk Management
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. It will also emphasise the special role that senior relationship managers play in managing client risk and exposure. In addition, the topic of crisis management will be covered using a case study approach.
|Module VI: Managing Successful Client Relationships
This module teaches important skills that senior relationship managers need to acquire and build sustainable relationships. Students will also learn account planning strategies such as managing the pipeline, identifying opportunities and expanding connections.
Note: You will need to successfully complete all six modules in order to attain the WMI AWMP Certificate: "Relationship Management – High Net Worth and Investment Advisory Services".
Intake 5 (2012 – 2013)
|5 & 6 Oct
19 & 20 Oct
|18 & 19 Jan
1 & 2 Feb
|1 & 2 Mar
22 & 23 Mar
|5 & 18 Apr
19 & 20 Apr
|10 & 11 May
31 May & 1 Jun
|21 & 22 Jun
5 & 6 Jul
|Assessment||2 Nov||1 Mar||5 Apr||10 May||21 Jun||5 Jul|
Note: The above dates and timings are indicative and subject to change. Participants will receive the finalised schedule nearer the commencement of the Module.
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
Financial institutions that are keen to sponsor candidates for the programme, kindly contact us.
This course has been enriching and at times thought-provoking. The very experienced facilitators and lecturers were able to bring life to the classes and participants.
Associate Director, DBS Private Bank