Executive Certified Wealth Management Advisor (eCWMA): Private Banking & Wealth Management Industry Dynamics

Issued by Momenta Group

This workshop offers a comprehensive exploration of the evolving landscape in Private Banking, equipping participants with vital insights and practical skills. The program is designed to provide a thorough understanding of contemporary trends within the industry and their direct influence on prospect and client expectations. Participants will discover how to identify and refine their unique personal value propositions and effectively position them during interactions with prospects and clients.

Type Certification
Time Days
Cost Paid

Additional Details

Skills

Client Investment Suitability
Customer Acquisition Management
Customer Relationship and Stakeholder Management
Customer Relationship Management
Investment and Financial Management
Personal Finance Advisory

Earning Criteria

Requires professional experience within the private banking and wealth management field.

Standards

IBF Financial Training Scheme (FTS)

Accredited under the IBF Financial Training Scheme(“IBF-FTS”)