Certified Private Banker (CPB) Level 3

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Programme Overview

High-performing individual contributors may not necessarily have the required competencies when they become people managers. Managers and team leaders play critical roles with responsibilities that include developing the team, managing change and driving the business successfully. This Certified Private Banker (CPB) Level 3 programme develops competencies, such as engaging and influencing stakeholders, setting the right culture and team goals, developing a business plan as well as balancing between the needs of the organisation, client and team.

Modules

Managing Business Performance

People are at the heart of all organisations. The finest hardware, systems and policies can only function as effectively as the people implementing them. Thus, ‘heartware’ plays a pivotal role in helping organisations thrive. Beyond yourself, you are responsible for leading your direct reports. This session helps you understand key organisational behaviour principles and practical tools to build, align, inspire and develop a diverse, high-performance team in wealth management.

Total Training Duration / CPD Hours: 8

Core FAA/SFA CPD: 1.5
Classroom Hours: 8

Managing Change

The wealth management sector is rapidly changing. Increasingly, fintech is disrupting traditional industry structures; millennials will form over 50% of the global workforce; globalisation compels everyone to operate with high Cultural Intelligence; the global regulatory agenda has triggered the reshoring of assets, adversely affecting cross-border wealth management. This module helps you understand the dynamics of change, communicate in a positive manner about change to direct reports and High-Net-Worth (HNW) clients and successfully drive change management strategies.

Total Training Duration / CPD Hours: 4

Core FAA/SFA CPD: 0
Classroom Hours: 4

Certificate in Philanthropy and Social Impact

The Certificate in Philanthropy and Social Impact will help wealth advisors, wealth planners and family office professionals formulate philanthropic and social impact frameworks and strategies for Family Offices and clients. Learn from leading global and local experts to integrate Philanthropy into your advisory practice and build deeper, more meaningful connections with Family Principals and clients.

This programme is designed especially for professionals serving Family Offices and the Ultra High Net Worth (UHNW) to identify and structure philanthropic and social impact strategies and incorporate them into their wealth planning practices.

Emerge as a trusted advisor to help clients build a legacy and achieve a positive impact for themselves, their family and the community.

Total Training Duration / CPD Hours: 15

Core FAA/SFA CPD: 0
Classroom Hours: 15

Advanced Certificate in Philanthropy and Social Impact

This advanced programme is designed to build on the skills you have acquired in the Certificate course, by equipping you with industry skills to not only advise clients confidently, but also build and implement philanthropic strategies. Be equipped with hands-on strategic and technical expertise to build an effective and outcomes-driven philanthropic plan and portfolio across Asia.

With the completion of the 3-day IBF accredited Advanced Certification programme, you will graduate as a WMI-Certified Impact Philanthropy Professional – which will give you the qualifications, resources and competencies to strategise, implement, and measure the impact of philanthropic goals.

Completion of the Certificate in Philanthropy and Social Impact is required prior to taking the Advanced Certificate in Philanthropy and Social Impact.

Core FAA/SFD CPD: 0
Classroom Hours: 24

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Who Should Attend

Aspiring and new Team Leaders with 3 years or more of experience in Private Banking, Private Client or High-Net-Worth segments.
Seasoned Team Leaders in Private Banking, Private Clients or HNW segments who seek a refresher.
Senior Client Advisors, Senior Relationship Managers and all other Covered Persons
Senior Private Client Relationship Managers, Senior Priority Relationship Managers in Consumer or Retail Banking
Senior Insurance Advisors, Senior Financial Consultants and Senior Independent Financial Advisors
Senior Product and Senior Investment Specialists

Useful Links

Certification

Participants who successfully complete the programme will be awarded:

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)
Before GST	After GST	Company-Sponsored
CPBL3 – Leading People	3,200.00	3,424.00	544.00	342.40
CPBL3 – Leading Business	3,200.00	3,424.00	544.00	342.40

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)
Before GST	After GST	Singaporean Aged Below 40 / PR	Singaporean Aged 40 & Above
CPBL3 – Leading People	3,200.00	3,424.00	1,184.00 544.00	1,027.20 342.40
1,184.00	544.00
1,027.20	342.40
CPBL3 – Leading Business	3,200.00	3,424.00	1,184.00 544.00	1,027.20 342.40
1,184.00	544.00
1,027.20	342.40

Fees and Funding

Certification
Modules	Fees after Subsidy (incl. of GST)	Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)

Certification
Category

²


¹		Not Applicable

¹ For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.

² Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)
Before GST	After GST	Singaporean Aged Below 40 / PR Company Sponsored/Self Sponsored	Singaporean Aged 40 & Above Company Sponsored/Self Sponsored
Singaporean Aged Below 40 / PR
Company Sponsored/Self Sponsored
Singaporean Aged 40 & Above
Company Sponsored/Self Sponsored

Fees and Funding

Certification
Core Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)
Before GST	After GST	Singaporean Aged Below 40 / PR	Singaporean Aged 40 & Above
Company Sponsored/Self Sponsored	Company Sponsored/Self Sponsored
Managing Business Performance	1,600.00	1,744.00	944.00	624.00
Managing Change	800.00	872.00	472.00	312.00
Certificate in Philanthropy & Social Impact	3,400.00	3,706.00	2,006.00	1,326.00
Advanced Certificate in Philanthropy and Social Impact	5,100.00	5,559.00	3,009.00	2,559.00

Note:

Click here to read more about the terms & conditions governing registration, payment, cancellation, deferment and no-show.

The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).

Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.

Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.

The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.