Competency Wheel 1
Private Banking & Wealth Management
Our Private Banking & Wealth Management competency wheel focuses on the essential skills required to manage High-Net-Worth clients and their financial assets. This framework encompasses wealth planning, investment strategies, client relationship management, and regulatory compliance. It ensures that professionals are equipped to deliver personalized and effective financial solutions.
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Value Proposition
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Client Engagement
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Wealth Management
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Technical Skills & Knowledge
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Asset Class & Product Knowledge
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Wealth Management
Certified Wealth Management Advisor (CWMA)
A 5-day (40-hrs) program which creatively combines “knowledge learning” and “transformative learning” to provide an in-depth knowledge of domestic and international wealth management. The program begins with an overview of global wealth management market and transition to the domestic wealth management market.
Key Objective
- Learn key concepts in identifying target customers, market segmentation, customer acquisition, retention and value management.
- Learn and understand different wealth management products and services and be able to recommend the right investment mix based on the client’s needs.
- Understand the core principles of asset allocation, financial marketing, financial risk and management strategies.
- Be equipped with knowledge about tax planning methods and learn to effectively use financial instruments.
- Understand the legal arrangements with private wealth management, specifically preservation and succession.
- Understand and be able to explain concepts of insurance policies as well as core functions and business operations of family trusts.
Executive Certified Wealth Management Advisor (eCWMA)
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. The 3 Workshops are as follows:
Workshops
- Private Banking & Wealth Management Industry Dynamics (1 day)
What is the Private Banking industry all about? What is my Market Niche in Wealth Management industry? - Private Banking & Wealth Management Conversations (1 day)
How do I Find & Get High-Net-Worth Clients? What is my Personal Value Proposition? - Private Banking & Wealth Management Investment Strategies (1 day)
How can I provide Investment & Wealth Advice to High-Net-Worth Clients? What are the different Investment Strategies to discuss?
Certified Private Banking Advisor (CPBA)
An 8-week Asynchronous Online program actively running in China, which focuses on Mastering Core Competencies required of wealth managers, including both advisory skills and technical knowledge. Applying the latest in learning methodology by using the case study methodology subscribed by Harvard Business School, CPBA focuses on real-life case studies with intentional integration of technical skills, advisory skills and both product and market knowledge over an 8-week period. Our program instructors are Wealth Management Practitioners with 25+ years of experience in the wealth management industry, emphasizing application of knowledge to real-life case situations (Ex. UBS, Credit Suisse, Morgan Stanley, Goldman Sachs, Merrill Lynch).
Certified Personal Finance Advisor (CPFA)
Equips Financial Professionals with the knowledge, tools and skillsets to provide sound financial advice and solutions to clients in a professional and easy-to-understand manner. The CPFA certification is attained after attending two interlinked Foundational Programs under PPP Academy as follows, which will enable participants to communicate advisory models effectively, execute influence-based questioning skills to discover and uncover client’s needs, to establish trust, and create more referrals from clients.
Suitable For
- Professional Sales Foundation (PSF)
- Influential Sales Mastery (ISM)
Chartered Wealth Manager (CWM)
A globally recognized, highly-reputable certification under the recent merger and partnership with Kornerstone x Trainocate Hong Kong. A comprehensive 4-day (35-hrs) program that covers all aspects of Wealth Management such as investment strategies, life cycle management, intergenerational wealth transfer, relationship management, behavioral finance, alternative products, real estate valuation, and global taxation.
Certified Christian Wealth Manager (CCWM)
Suitable For
- IFAs (Independent Financial Advisor)
- Tied FAs (Financial Advisor)
- Insurance Agents
- etc.
