The four-module Investment Management Series aims to equip wealth managers with the all-rounded technical knowledge to serve HNW clients.
The four-module Investment Management Series aims to equip wealth managers with the all-rounded technical knowledge to serve HNW clients.
Each module goes beyond the usual body of knowledge required of a qualified wealth manager to include more complex topics that are needed to deal with the changing financial environment.
One may not need to go through the modules in sequence nor attend all four. Participants can pick and choose the module(s) that he/she wants to learn most.
This module focuses on the topics of:
The Institute of Banking and Finance Singapore (IBF) was established in 1974 as a not-for-profit industry association to foster and develop the professional competencies of the financial industry.
IBF represents the interests of close to 200 member financial institutions including banks, insurance companies, securities brokerages and asset management firms. In partnership with the financial industry, government agencies, training providers and the trade unions, IBF is committed to equip practitioners with capabilities to support the growth of Singapore’s financial industry.
IBF is the national accreditation and certification agency for financial industry competency in Singapore under the Skills Framework for Financial Services, which were developed in partnership with the industry. Individuals who complete the IBF-accredited skills training programmes and meet the relevant criteria may apply for IBF Certification.
IBF also administers regulatory examinations on behalf of the Monetary Authority of Singapore, as well as industry examinations such as the Client Advisors Competency Standards and Financial Markets Regulatory and Practices Certificate Programme.
Since 2018, IBF is the appointed programme manager for the administration of career conversion programmes for the financial industry supported by Workforce Singapore. As programme manager, IBF will partner financial institutions to re-skill employees for expanded roles and opportunities in growth areas.
IBF also provides personalised career advisory to Singapore Citizens and Singapore Permanent Residents exploring a new role in, or career switch into the financial industry, under IBF Careers Connect. Since mid-October 2020, IBF has been appointed by the National Jobs Council as the Jobs Development Partner for the financial industry.
As part of your role in revenue generation, you don’t just have to sell, you also have to negotiate. In this ‘The Investment Negotiator: Skills for Those On the Sell Side’ course you will learn how to trade, use data effectively, make a great start and to effectively deal with deadlock.
The programme will explore the Singapore’s regulatory and legal frameworks that govern the Financial Advisory practices in Singapore pertaining to Customer Due Diligence and Balanced Scorecard (BSC).
This module empowers participants to create well-balanced retirement portfolios and uncover opportunities for cross-selling within a client’s existing investment framework.
With the expansion of High Net Worth (HNW) market in Singapore, many financial institutions are keeping up with their product offerings to fulfil the HNW clients’ financial planning needs.
Own profitable property investments with our proprietary strategies that can help you optimise returns for every transaction. Through a structured system and process, you will be equipped with the skills, techniques and practical insights for holistic wealth creation.
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