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Wealth Management

 

Chartered wealth management

This program is designed to enhance your career. It is a must for all banking, insurance and financial professionals who have a minimum of three years experience as a practitioner in the financial industry. The program is specially designed for experienced professionals. It is light on theory, heavy on results, practical and pragmatic – a true practitioner’s knowledge series. The CWM® focuses on developing relationships with HNWI, sales, wealth advisory and core financial planning skills to equip Wealth Managers with global best practices.
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Associate charted wealth manager™ - developed markets

Associate Chartered Wealth Manager™ program is designed to cover the basics of the financial services industry, specially the asset management, insurance, and banking (retail & priority). This program gives a practical induction to those professionals that are interested in pursuing a career in the financial services business.

The Associate Chartered Wealth Manager® is a six-step process (9 modules) that leads to the award of the Associate CWM® professional designation from AAFM®, USA.

Designed to provide informative insights for the front, middle and back office executives, the program is an excellent body of knowledge to get a head start in a career in the financial industry. In Singapore, this program will be a valuable guide to individuals preparing for CMFAS Module 5, 8, 8A, 9, 9A and SCI Health Insurance exams, as required under the Financial Advisors Act of Monetary Authority of Singapore. 

Developed and delivered by industry practitioners, the program is both academically rigorous and practical oriented. The curriculum is closely aligned with industry practices and the framework is recognized internationally by Professional bodies worldwide.
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Associate chartered wealth manager™ - emerging markets

Associate Chartered Wealth Manager™ program is designed to cover the basics of the financial services industry, specially the asset management, insurance, and banking (retail & priority). This program gives a practical induction to those professionals that are interested in pursuing a career in the financial services business.

The Associate Chartered Wealth Manager® is a six-step process (seven modules) that leads to the award of the Associate ACWM® professional designation from AAFM®, USA. Designed to provide informative insights for the front, middle and back office executives, the program provides an excellent body of knowledge to get a head start in a career in the financial industry. Developed and delivered by industry practitioners. The program is both academically rigorous and practical-oriented. The curriculum is closely aligned with industry practices and the framework is recognized internationally by professional bodies worldwide.
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Project Management

 

Certified International Project Manager

CIPM™ Chartered International Project Manager™ is one of AAPM’s most recognized designations; the CIMP™ focuses on international project management, communications, planning, monitoring, ethical issues, and evaluations.
 
The program is for professionals who desire to enhance their knowledge and people skills in order to successfully run projects. During this intensive course, you will examine the delivery cycles that are routinely encountered in business today, discover tools and techniques that aid in managing the results of various categories of project structures, and learn how to develop effective strategies to manage these projects.
 

Professional Development Programs

 

Out2Win™

Sales Series: What do the top 20% of sales professionals do that makes them successful? They don’t sell. They help clients buy. Using this fundamental shift in selling has proven to bring immediate success for sales professionals. Coupled with best practices in “consultative selling”, the out2win sales program is powerful and impactful. Best applied to for high value products, services.
 

Power2Perform™

Leadership Series: Leadership programs are structured around an individual’s “learning journey”. Whilst we can design 1 or 2 day leadership programs, we believe a leadership program should incorporate structured opportunities for participants to “apply” what they learn “on-the-job” with a follow up review session, supported by coaching clinics, if required.
 

Go2market™

Strategic Business Toolkits: Leadership workshop focusing on formulating strategic innovation for your business, products and services.
 
 
 

Mastery

 

Mastery Series

Intensive 2 or 3 days knowledge, technical skills and soft skills workshop. Available as public programs and in-house workshops. Mastery courses are not beginner programs, rather, they are deep dives into specialist subject matters. Our strategic partners may “white-label” the course titles to suit their marketing.
 

Study Tour

Study tour will provide an excellent opportunity for participants to gain and share experience that will help each to improve the day-to-day business – always be on a look-out.