Private Wealth Management III

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

A) Private Wealth Management – Investment Services
(Estimated Completion Time: 60 Minutes)

This tutorial provides an overview of investment services for private wealth clients. It examines the importance  of investment support and portfolio management as well as fiduciary and custody, and specialist investment  services.

B) Private Wealth Management – Estate Planning
(Estimated Completion Time: 60 Minutes)

Estate planning is a key phase of a client’s wealth journey and centers on the transfer of wealth to the next  generation of heirs and valued beneficiaries, or to philanthropic purposes. This tutorial looks at the benefits  and risks of estate planning, the main steps in the estate planning process, and other key estate planning  issues such as regulatory compliance and taxation.

C) Private Wealth Management – Financial Planning
(Estimated Completion Time: 60 Minutes)

This tutorial provides an overview of financial planning for high net worth clients. We examine in detail the  steps in the financial planning process and examine regulatory and industry developments in financial planning  for private clients worldwide.

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.