Executive Certified Wealth Management Advisor (eCWMA): Private Banking & Wealth Management Investment Strategies
Issued by
Momenta Group
This workshop, conducted in partnership with ISOFP and momenta, focuses on understanding different investment strategies and their suitable applications. Participants will also learn how to contextualize and pitch proposed investment recommendations to address various prospect and client needs and wants. These skills will ensure they remain at the forefront of the industry while navigating the latest trends in Private Banking and their impact on client expectations.
- Type Certification
- Time Days
- Cost Paid
Skills
- Client Investment Suitability
- Customer Behaviour Analysis
- Customer Relationship and Stakeholder Management
- Industry Products: Asset Management
- Industry Products: Private Banking and Wealth Management
- Investment and Financial Management
- Product, Sales and Market Management
Earning Criteria
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Requires professional experience within the private banking and wealth management field.
Standards
Accredited under the IBF Financial Training Scheme(“IBF-FTS”)