Wealth Management

[Webinar] Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 9 - Overview of Private Wealth Management Industry

Overview

This course provides an overview of the rapidly evolving PWM industry, encompassing the business models adopted, the roles and responsibilities of participants, and the various needs of customers throughout their life cycles and the ways in which these may be satisfied.

Objective

On completing this course, you should be able to:
a. Understand the main business models for private wealth managers;
b. Understand the role and responsibility of a private wealth practitioner;
c. Examine Know Your Customer (“KYC”) and suitability in fulfilling the responsibility of a private wealth practitioner;
d. Recognise the needs and preferences of HNWIs and UHNWIs;
e. Understand how stages of the HNWI wealth cycle can affect the demand for different products and services; and
f. Understand how family offices and other PWM vehicles may be used to managed investments or hold assets.

Content Highlight

1. PWM industry and business model
2. PWM customer needs and preferences
3. Meeting PWM customer needs
4. PWM process for UHNWIs

Who Should Attend

It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 2 Examination. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management.

Administrative Details

Code
TQPWM21007101
Date & Time
Wednesday, 10 Feb 2021 (06:30 PM - 08:30 PM)
Venue
Virtual Platform
Language
English
Hours
SFC:2.00, PWMA:2.00
Fees