Capstone & Certification: Final portfolio proposal to earn your CCWM™ and eCWMATM certifications.
3-Day eCWMA Workshop
in-person, 9am – 6am
Including CAPSTONE PROJECT — 2 parts:
A professional presentation on “How I give wealth management advice & why I’m doing it this way”
A Personal Wealth Advisory Approach based on biblical principles.
A Portfolio Proposal Pitch Deck
For a client profile.
Workshop 1
Monday, 13 Apr 2026
Private Banking & Wealth Management
Industry Dynamics
Gain a deeper understanding on Private
Banking and current trends’ impact on
clients, and how to position your PVP
(Personal Value Proposition) effectively.
Workshop 2
Tuesday, 14 Apr 2026
Private Banking & Wealth Management
Conversation
Build rapport with HNW clients and
add value by understanding their needs
through strategic frameworks and
client engagement skills.
Workshop 3
Tuesday, 15 Apr 2026
Private Banking & Wealth Management
Investment Strategies
Offer tailored investment strategies and
comprehensive wealth planning to HNW
clients according to their unique needs
and wealth season.
1-Day JOG
Journey of Generosity
Optional — for 1st timer only
(in-person, 9 am – 6 pm)
In partnership with:
IBF–FTS Funding Criteria:
FTS Funding Quantum
Singapore Citizens & Singapore Permanent Residents above 21 years old will be eligible for 30% co-funding of direct training costs (capped at S$500 per trainee per course).
Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs (capped at S$500 per trainee per course).
Eligible Individuals
Individuals must be Company – Sponsored(require a Letter-of-Support from the company);
Singapore Citizens or Singapore Permanent Residents, physically based in Singapore;
and Successfully completed FTS recognized course (including passing all relevant assessments where applicable).
Eligible Companies to submit claims for eligible individuals
Singapore-based Financial Institutions regulated by MAS (licensed or exempt from licensing
by MAS).
FinTech firms certified by Singapore FinTech Association (SFA).