eCWMA
Executive Certified Wealth Management Advisor
Designed for high-performing Financial Advisors aiming to become successful wealth managers, this 3-day program includes three interactive workshops. Through case studies and practical learning, it equips Advisors with the skills to confidently engage High-Net-Worth Individuals.
3-Days | 21 Hour
In-Person Workshop
This Program is Accrediated by IBF Singapore
Overview
Executive Certified Wealth Management Advisor (eCWMA) is a comprehensive, high-impact 3-part workshop designed to equip financial professionals with the strategic expertise needed to excel in wealth management and client advisory. Led by industry experts and practitioners, this course offers deep insights into the Private Banking and Wealth Management industry, providing practical tools and structured frameworks to effectively engage and advise High-Net-Worth Individuals (HNWIs).
Tailored for wealth advisors, relationship managers, and financial professionals, eCWMA strengthens client engagement skills and enhances investment strategy expertise.
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Workshops
[1-Day] Private Banking & Wealth Management Industry Dynamics
Private Banking Insights on Wealth Management Ecosystem
- Overview of the Wealth Management ecosystem & regulatory landscape
- Differentiate the structure & services between Consumer/Retail Banking, Priority Banking, Private Banking & Corporate Banking
- Understand the key fundamentals of Family Offices (FO) & External Asset Manager (EAM)
Wealth Management Trends
- Explore how to navigate through various wealth management trends
- Deep dive into fintech, big data, AI-based client engagement & automation
- Analyse & synthesize the trends around ESG, FO & EAM business model
Global Macroeconomics & House Views
- Identifying global macroeconomics & its impact to client’s portfolio
- Understand how to leverage on house views in response to macroeconomics outlook
- Practice using the Top-Down Approach to position macroeconomics when advising clients on their investments
Personal Value Proposition (PVP)
- Analyze your public persona & personal branding (Google search, LinkedIn profile, social media exposure)
- Implement necessary changes to reposition yourself in the vast Wealth Management landscape
- Crafting & articulating your PVP statement through interview exercise & peer sharing
Quiz, Q&A Session
- Summary of key learnings
- Quiz assessment
[1-Day] Private Banking & Wealth Management Conversations
3 Types of Client Conversations & 7 Steps of Pro
- Identify the characteristics of 3 different types of client conversations
- Understand the clear 7 steps needed in converting a prospect to a client
- Explore ways to build rapport with client using the Trust Formula & articulating PVP effectively
Uncover Client Needs with Qloop & HCF Framework
- Understand the needs, fears & aspirations (goals) of HNWIs for strategic engagements
- Questioning skills (qLoop) to discover & uncover needs
- Questioning framework (HCF) for systematic questioning & structured conversations
Life & Wealth Seasons, 7 Types of Wealth
- Comprehend the different types of wealth & how to engage them effectively
- Analyse & synthesize the different considerations for each life & wealth season
- Listening skills to explore client’s biases, risk profile & investment experience/concerns (Clues & Cues)
Prospecting Role-Play & Debrief
- Focus on application of the advisory tools you’ve been learning for prospecting process
- Practical exercise to analyze & synthesize client’s needs & wants
- Peer observations during role-plays to enhance learning
Quiz, Q&A Session
- Summary of key learnings
- Quiz assessment
[1-Day] Private Banking & Wealth Management Investment Strategies
Behavioral Finance
- Understand how cognitive biases and emotions impact investment decisions
- Apply behavioral insights to guide clients in making rational investment choices
Traditional Asset Classes
- Deep dive into Cash, Bonds, Equities, Mutual Funds & ETFs
- Compare risk-return profiles & suitability for different client portfolios
Alternative Investment & Structured Products
- Explore Private Equity (PE), Venture Capital (VC), Commodities, Hedge Funds & Private Credit
- Understand Structured Products as hybrid investment strategies
- Assess the suitability of each investment alternatives for HNWIs according to their risk profiles
Objections Handling (4Es)
- Learn effective techniques (4Es) to address client concerns on investment decisions, risks & returns
- Develop personalized responses to top-15 common objections
Core-Satellite & SAA-TAA
- Differentiate between SAA & TAA – to optimize portfolio strategies
- Construct a Core-Satellite portfolio strategy to balance stability & growth
Pitching Role Play
- Craft & deliver a compelling Wealth Advisory Pitch tailored to HNW clients
- Engage in live role-play exercise with peer feedback & expert coaching
Quiz, Q&A Session
- Overall summary of key learnings & course evaluation
- Quiz assessment
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Available In
- Singapore
- China
- India
- Indonesia
Suitable For
- Individual Financial professionals (IFAs)
It’s Your Turn.
