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IBF Level 2/3

Our  Advanced Wealth Management Programme - Affluent (AWMA) is accredited against the IBF Standards Level 2/3 Priority Banking. 

This programme has two distinguishing benefits. 
 
First, an individual, with at least 3 years of experience in an affluent wealth management platform, will learn the required competencies and mindset to manage to meet high net worth clients successfully. 

Second, the hours spent in this programme will be fully recognised when the individual seeks private banking certification under the IBF Standards. This translates to a significant time and cost savings as the individual only needs to complete a short bridging elective to achieve this.




You will be learning from WMI’s world class faculty of distinguished leaders, senior practitioners, leading academics and subject matter experts from various financial, academic and professional institutions. 

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 ability to apply what you learn will be a key learning outcome of this advanced class.

The programme spans approximately 8 weeks and the sessions are generally held twice per week, on week days, in the evenings.
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