MODULE I - INVESTMENT PRODUCTS
Provides an in-depth understanding of global capital markets and investment products, their risk and return concepts and valuation. With these building blocks, participants will be better equipped to understand the role of each in a diversified client portfolio. Case studies on the impact of financial market dislocations on these products will be examined with the objective that participants will learn to apply the knowledge using practical examples.
MODULE II - ALTERNATIVE INVESTMENTS
The characteristics and challenges of alternative asset investments in hedge funds, private equity and commodities are carefully investigated in this module. Participants will also benefit from highly integrated practitioner-led sessions on options and derivatives in foreign exchange and structured products.
MODULE III - INVESTMENT ADVISORY
Targets specialist knowledge in the area of portfolio management and construction. This comprehensive session on Investment Advisory equips participants with the know-how of constructing a client’s portfolio, from understanding their investment objectives to advising the client on asset allocation, portfolio risk management and performance measurement.
MODULE IV - INTERNATIONAL WEALTH PLANNING
Covers international wealth planning with a unique focus on the Asian wealth landscape.
MODULE V – Family Governance
Understand family business governance and intergenerational wealth transfer. The challenges clients face in making crucial and difficult decisions will also be addressed.
MODULE VI- Family Office
Provides an in-depth understanding of family office model and how it is different from traditional wealth management firms. This module will focus on the viability of family offices and will also cover critical areas of significance for family offices like recruitment, investments, governance, education, compliance and risk management.
Through the extensive use of case studies, participants will learn how various family offices have been established, the models they are following and the associated advantages & challenges.
This module will also cover transcripts from interviews of various prominent single and multi-family offices.
MODULE VII - MANAGING SUCCESSFUL CLIENT RELATIONSHIPS
Covers the critical skills required to acquire and build sustainable relationships. It is designed with the objective of achieving a clear understanding of what constitutes a successful client management strategy. The use of role plays and class simulations will be incorporated into the session to provide participants with the opportunities to practise what they have learnt in a risk free & interactive environment.
MODULE VIII - CLIENT ONBOARDING, COMPLIANCE, RISK AND CRISIS MANAGEMENT
Provides an ethical and practical approach to compliance and risk in light of heightened regulatory requirements that impact wealth managers. Through the extensive use of case studies, participants will learn the regulatory framework and regulations such as Anti Money
Laundering, Fair Dealing and Tax Oﬀences. In addition, they will understand the different types of risks that can impact the wealth management business, and how such risks can be managed with renewed rigour in areas such as client suitability, enhanced due diligence in client on-boarding and taking a proactive approach to managing a client's credit risk and exposure. Participants will also be given a case study on Crisis Management with the objective of dealing effectively with a crisis and how to safeguard your clients and your business.