Advanced Wealth Management Development Program
(Advanced Credential in Wealth Management)
    GAFM and our partners have expertise in delivering training publicly and in-house in a variety of areas across the banking and finance spectrum. The three key areas of training in this specialist Banking program are:
-    Frontline Customer Service Staff
-    Relationship, Financial Planning and Wealth Management Specialist, and
-    Senior Wealth Managers, Team Leaders, Private Banking specialists
   This is focused on offering accredited training programs, technical finance competence and best-practice customer response training.  Certification and accreditation will be provided according to the three defined competency levels under the Global Academy of Finance & Management's Advanced Wealth Management Development Program. The three levels of training are as follows:
Level 1 - Branch and Front-Line Staff
Duration: 35-40 hours (conducted over 5 days)
Suggested Content:
a. Intro to WM
b. Basic Relationship Selling
c. Lead Generation Activity
d. Product Introduction (Features & Benefits)
o    Traditional Bank Products
o    Mutual Funds
o    Life Insurance
o    Health Insurance
o    General Insurance
o    Structured Savings Plans/Trusts
o    Equities
o    Certification: Registered Financial Specialist (RFS)
Level 2 - Relationship Managers and Senior WM Operational Staff
Duration: 35-40 hours (conducted over 5 days) and
2*4 hours (follow-up half-days)
Suggested Content:
o    a. Advanced financial planning concepts &  models
o    b. Advanced Relationship Selling, etc
o    c. Detailed WM solution oroduct structure
including:
o    Mutual Funds
o    Term Life, Annuity and other Life Products
o    Other protection products
o    Structured Savings Plans including Funds
o    Equities, Bonds
Certification: Chartered Wealth Manager (CWM)
Level 3: WM Sales Team Leaders and Key
Duration: 35-40 hours (conducted over 5 days) * 2 =
80 Hours Total (Total of 10 training days in two
separate 5 day courses)
Pre-Req: CWM entry requirement or 10 years
Banking/Finance experience
Content:
Week 1
-    Advanced Sales and Marketing Concepts,
-    Advanced Sales Team Leading/Management,
-    Solutions Building & Problem Solving Throug Financial Products
-    Selling Plans, and
-    Setting KPI's, Incentivisation and Team Performance Management
Week 2 -
-    Managing Wealth of SHNWI,
-    Managing and Constructing Large-Scale Portfolios,
-    Managing Inherited Wealth,
-    Capital Markets Structure, etc
Certification: Master Wealth Manager (MWM)
Notes:
    The MWM qualification is the highest qualification in the Wealth Management specialty offered by the GAFM. This qualification  is  awarded  only to  those  who  have  reached the  highest  global  standard  in  wealth  management  and private banking client and opportunity management. Prior to implementing the "in-house customized program" for  CWM  and  MWM,  program  design  is required,  which includes incorporating existing leads generation and sales processes into the training program. We anticipate15 man days to do this.