The CCWM Learning Journey:
- 3-weeks eLearning (asynchronous online) 13 Jul - 2 Aug
- 3-days Workshop (in-person classroom) on 3,4,5 Aug
- 1-day JOG session (in-person, optional) TBC
In-Person Sessions: 9am - 5pm (3,4,5 Aug)
Venue: 2 Kallang Avenue #11-03 CT Hub, Singapore 339407
Private Banking & Wealth Management Industry Dynamics (1 day)
What is the Private Banking industry all about? How to position your God-given Personal Value Proposition wisely and purposefully in client conversations?
Private Banking & Wealth Management Conversations (1 day)
How do I find & engage HNW clients with confidence, clarity & integrity?
Private Banking & Wealth Management Investment Strategies (1 day)
How do I apply Biblical stewardship principles in the investment & wealth advisory to HNW clients? What are the different investment strategies to discuss?