[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.

Instructor / Speaker

Madhav SIVARAM

Madhav worked in banking for over 15 years, while in the Corporate & Investment Bank, he covered roles in debt structuring, capital structure advisory and credit risk management. His latter roles with the Private Bank, as Client and Investment Advisor, was followed by advisory engagements with Private Family Offices, in particular with establishing a “greenfield” Single Family Office, real estate investment decisions, on matters related to investment governance, investment policies and processes, multi-generational asset allocation, benchmarking, risk management, reporting and monitoring standards across a range of asset classes.

Madhav has an extensive knowledge of Asia and Europe and has delivered technical training to audiences in these, and the African, regions. He has been engaged with global financial institutions, banks and investment offices in the delivery of tailored content, classroom programmes and specialist webinars, where he delivers courses in corporate finance, risk management and private wealth management.

Administrative Details

Code
TQPWM21007102
Date & Time
Wednesday, 5 May 2021 (06:30 PM - 08:30 PM)
Venue
Virtual Platform
Language
English
Hours
SFC:2.00, PWMA:2.00
Fees