TRAINING SPECIALIZATIONS
 
Our holistic and comprehensive range of training specializations provides wealth management professionals with the critical know-how and skills needed to succeed in this highly-demanding and sophisticated profession. Categorized across four key specializations in Technical Knowledge, Client Relationship Management, Wealth Management Services, and Practice Management, we cover a wide range of current topics under each specialization:

 Technical Specialization
Capital markets & financial instruments
Investment analysis & valuation
Derivatives & structured product analysis
Alternative investment analysis
Asset allocation and portfolio management strategies
Technical analysis
Corporate finance & business valuation

 Practice Management Specialization
Ethics and the role of fiduciary in wealth management
Legal considerations in wealth management
Regulatory framework and compliance issues
Client due diligence requirements
Anti-money laundering and countering the financing of terrorism measures
 Wealth Management Services Specialization
Risk management for high net worth clients
Insurance products and wealth planning solutions
Trust and estate planning for high net worth clients
Estate plan design & implementation
Corporate risk management
Business succession planning for high net worth clients

 Client Relationship Management Specialization
High net worth client psychology and perspectives
High net worth client acquisition strategies
Client relationship management skills
Client-centric wealth management plan development

For more details on any of these topics or to request a copy of our course brochure, please feel free to email us at training@wmrc.com.sg or submit to us your request in Contact Us.