Team Leadership: Advising on the Right Investments for the Right Reasons
- Finance & Investment
- Leadership & Management
This programme is conducted on-campus.
1 day
Weekdays (9am - 6pm)
Singapore Management University
Who Should Attend
- Team Leaders or Directors of Relationship Managers in a Private Bank
Overview
By aligning strategies with suitability assessments based on emerging trends, participants will enhance their ability to mitigate investment risks and provide effective guidance to their Relationship Managers. The programme aims to empower team leaders in making informed decisions and driving their team's success in delivering appropriate investment advice to clients.
Learning Objectives
At the end of the 1-day course, participants will be able to:
- Guide overall acquisition and conversion strategies to ensure suitability and mitigate investment risks
- Align strategies with suitability assessments based on the latest emerging trends
Assessment
Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by SMU Academy.
Fee Table
|
PARTICIPANT PROFILE |
SELF-SPONSORED |
EMPLOYER-SPONSORED |
|
Singapore Citizen < 40 years old Permanent Resident
|
$5901 |
$5901 |
|
Singapore Citizen ≥ 40 years old |
$3902 |
$3902 |
|
International Participant |
$1,090 |
$1,090 |
All prices include 9% GST
1 50% IBF-STS funding for Singapore Citizens and Permanent Residents
2 70% IBF-STS funding for Singapore Citizens aged 40 years old and above
For more information, you may refer to this link.
Note: Fees may be subject to change, according to prevailing funding terms and conditions from the Institute of Banking and Finance Singapore (IBF)
Please note that the programme fees are subject to change without prior notice.
Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.
IBF - STS Funding
Standards Training Scheme
The IBF Standards Training Scheme (IBF-STS) provides funding for training and assessment programmes accredited under the Skills Framework for Financial Services. It is applicable for both Company-Sponsored and Non Company-Sponsored individuals.
For training programmes commencing from 1 Jan 2023:- Individuals must be physically based in Singapore.
- Singapore Citizens and PRs will be eligible for 50% funding of direct training cost.
- Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training cost.
- Funding amount is capped at S$3,000 per participant per course.
- Course fees subsidies will not apply to self-sponsored individuals who are not employed by financial institutions and Singapore FinTech Association certified FinTech firms for critical core skills (generic /soft skills) and future-enabled skill only courses.
- Trainees are only eligible for a one-time grant of course fee subsidies for the course per calendar year, subject to their successful completion of the course.
Click here for more details.
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*Registration will close 5 calendar days before the course start date, or once the class is full, whichever comes first.
Trainers
Additional Details
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
- Client Investment Suitability Proficiency Level 5
Participants are encouraged to access the IBF MySkills Portfolio to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process here.
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