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IBF Level 1

Our Wealth Management Programme-Affluent (WMA) is accredited against the IBF Standards Level 1 priority banking. 

WMA builds on top of the knowledge you have acquired in the Capital Markets and Financial Advisory Services (CMFAS) exams and provides you a deeper understanding of the wealth management knowledge and skills required to manage affluent clients successfully.

We will cover three broad areas of competencies, namely; Products & Advisory, Relationship Management and Ethics & Compliance. 

This will be delivered using an effective combination of lectures, case studies, role plays, group discussions, online learning and classroom assessments. 

The programme spans approximately 6 weeks and the sessions are generally held twice per week, on week days, in the evenings.

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