Executive Certified Wealth Management Advisor (eCWMA)

Executive Certified Wealth Management Advisor (eCWMA)

This Learning Journey creatively combines “knowledge learning” and “transformative learning” to provide an in-depth knowledge of domestic and international wealth management.
Program Details
The eCWMA Learning Journey (3-day Workshops)

Time: 9am - 5pm

Venue: 10 Anson Rd, #36-01 International Plaza, Singapore 079903

Private Banking & Wealth Management Industry Dynamics (1 day)
What is the Private Banking Industry All About? What is my Market Niche in Wealth Management Industry?

Private Banking & Wealth Management Conversations (1 day)
How Do I Find & Get High-Net-Worth Clients?

Private Banking & Wealth Management Investment Strategies (1 day)
How Can I Provide Investment & Wealth Advice to High-Net-Worth Clients? What are the Different Investment Strategies to Discuss?

Note: This is an IBF FTS approved program
Stay tuned for our workshop dates in 2025!*

I'm interested, my preferred month is:
Who refer me to sign up for eCWMA workshop:
Please choose your preferred month*
Workshop Fee and Funding

Save up to 70% through IBF-FTS Funding
Funding Criteria:
Personal Information
Name (as in NRIC)*
(For IBF Grant Submission)
Mobile Number *
Email*
example@example.com
Residency Status (Please provide the following information for your IBF funding calculation)*
I am physically based in Singapore*

YesNo
Identification Type*

Pink NRICBlue NRICFIN/Passport/Others
NRIC Number/FIN/Passport*
(Note: Data will be kept confidential and used solely for the purpose of IBF Funding for Nett Fee Model)
Date of Birth*

DayMonthYear
Date
Company Name*
Company Name*
Agent Code*
Job Title*
Employer*
Employer UEN*
Employer Contact Person*
Contact Person's Phone*
Contact Person's Email*
Total Fee (after GST)

Singapore citizens & PR above 21 years oldSingapore citizens aged 40 years old & aboveNon-Singapore citizens & Non-PR (not eligible for IBF FTS Funding)
Total
Total Amount

prevnext( X )
SGDNote: GST amount payable is 9%
Terms & Conditions:
1. IBF Enhanced Funding Support is only for Singaporeans & PRs from approved Financial Institutions.
2. Participant’s full information and payment must be completed in order to have a successful registration for the course.
3. If you are a financial consultant, please note that a Letter of Support will be required from your Financial Institution to be eligible for the funding.
4. The IBF Enhanced Funding Support is subjected to full attendance. If the participant did not complete the course for whatever reasons (including all relevant assessments as required), the participants shall be liable for the full course fee.
5. Declaration of information must be true and accurate. If there was any information that was found to be untrue which leads to an unsuccessful IBF Funding claim, we reserve the right to claim the full course fees, less any fees paid by the participant.
Declaration*

I have read and agree to the Terms & Conditions stated above.
Should be Empty:

Executive Certified Wealth Management Advisor (eCWMA)

Program Details

Workshop Fee and Funding

Personal Information