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
Tailored for high-performing Financial Advisors looking to transition into accomplished wealth managers in the competitive industry, this 3-day Learning Journey comprises of three meticulously curated 1-day Workshops (21-hrs). Focusing on the systematic applications of the knowledge and skills through interactive workshops, case studies, and formative learning, this program is designed to equip the Financial Advisors in engaging with High-Net-Worth-Individuals with confidence.
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Workshops
[1-Day] Private Banking & Wealth Management Industry Dynamics
[1-Day] Private Banking & Wealth Management Conversations
[1-Day] Private Banking & Wealth Management Investment Strategies
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Available In
- Singapore
- China
- India
- Indonesia
Suitable For
- Individual Financial professionals (IFAs)
It’s Your Turn.
