Private Wealth Management II

This e-training programme comprises 3 topics/tutorials. Answer all quiz questions at the end of each tutorial in order to complete the training.

(It is recommended that you complete “Private Wealth Management I” before starting this programme)

A) Private Wealth Management – Client Investment & Wealth Allocation
(Estimated Completion Time: 75 Minutes)

This tutorial focuses on the client needs and associated risk appetites that drive client investing behavior and processes. The wealth-lifestyle objectives of the client and investment allocation decisions used to meet these objectives are also examined in detail.

B) Private Wealth Management – Client Acquisition & Relationship Management
(Estimated Completion Time: 75 Minutes)

This tutorial focuses specifically on the challenges associated with managing the relationships in a client portfolio, including winning new clients while simultaneously retaining and growing business from existing clients.

C) Private Wealth Management – Becoming A Trusted Advisor
(Estimated Completion Time: 75 Minutes)

This tutorial looks at the importance of trust between the wealth manager and the client and the benefits of trust for both parties. The skills and phases involved in becoming a trusted advisor are also examined in detail.

Terms and Conditions

1) Each e-training programme takes approximately 3 hours to complete.

2) In order to qualify for Continuing Education credits from SGX, please complete all quiz questions found at the end of each tutorial (a 70% pass rate is required) by 31 December 2020.

3) Access to the e-training materials is valid for 3 months from the date the access is issued. For Trading Representatives who require Continuing Education Credit and had registered at the last quarter of 2020, access is valid till 31 December 2020 (e.g. for access given on 24 November 2020, access is valid till 31 December 2020).

4) Upon successful registration, an email with the access details and password would be sent to you within 2 working days.

5) If participants wish to make any changes to their application or request for a refund, written notice should be given within 10 business days of receiving the access ID and password to the online programme and provided the access has not been utilised. There will be an administrative fee of 20% of the fees paid. There will be no changes or refund if notice is given thereafter or if the access has been utilised.

6) Please login using Microsoft Internet Explorer from your PC or Laptop.

7) Please note that the learning management system is not compatible with browsers on Apple iOS or other operating systems.

8) For assistance please contact e-training@sgxacademy.com or call 6327 5436.

This course is recommended for Trading Representatives and Professionals who need to meet their Continuing Education Credit.

SGX reserves the right to make changes to information regarding the programme if warranted by circumstances beyond its control.