Private Wealth Management I

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 – An Introduction
(Estimated Completion Time: 60 Minutes)

This tutorial introduces and defines the concepts of private banking and wealth management. It identifies the general activities of private banking and wealth management businesses, the different types of business and their value proposition, and the various fee structures and revenue models. The tutorial also outlines the evolved history and current trends in the industry.

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

C) Private Wealth Management – Ultra-HNWIs & Family Offices
(Estimated Completion Time: 75 Minutes)

Ultra-high net worth individuals (ultra-HNWIs or UHNWIs), those with at least USD 30 million in net investable assets, account for a significant amount of the HNW population. UHNWIs have needs and expectations that differ from those of mass affluent and lower high net worth investors. This tutorial looks more closely at UHNW clients, their families, and their related wealth management arm – the family office.

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.