Exam Drilling Course for Wealth Management Practitioners
Changes in the wealth management industry provide guidelines for relationship managers and private bankers, with less than 10 years of relevant experience, to be certified as private wealth management professionals. They are required to complete a training program and pass the examination requirements. The content-heavy examinations are challenging for busy private wealth management professionals.
Kaplan provides comprehensive courses to properly prepare them in learning the considerable syllabus and passing these rigorous exams. Our courses focus on the key concepts and are taught by experienced and knowledgeable lecturers. The lecturers leverage Kaplan’s well-researched study materials and practice questions to ensure that the learners clearly understand the questions and concepts tested in the exams.
Client organizations and participants alike have responded to Kaplan’s exam drilling courses for private wealth management practitioners with strong positive feedback, emphasizing the effectiveness of the courses and enhancement of exam performance.
Private bankers and relationship managers (with less than 10 years of relevant experience)
HOW YOUR COMPANY WILL BENEFIT
• Improve the speed-to-work ready of new hires and maintain a healthy pipeline of staff (the faster they pass, the sooner they will be productive contributors)
• Reduce compliance pressure
• Cost savings from company’s own content development
• Increase job satisfaction and morale (give your staff the best chance to pass in one go)
Syllabus (Version 2.0)
Module 1 Paper 1 – Financial Instruments
Module 1 Paper 2 – Wealth Management
Customize To Your Priorities
Kaplan has a proven track record of running in-house trainings for top international banks in Hong Kong. Each program can be tailored to your specific goals for in-house delivery. It can be used for a variety of audience with different levels of exam experience.
The learning strategies may include:
English, Cantonese or Mandarin (supplemented with English materials)
SUGGESTED PROGRAM DURATIONS
|Duration||Paper 1||Paper 2|
Maximum coverage and question drilling
|26-40 hours||18-24 hours|
Intensive question drilling
|18 hours||12 hours|
Targeted question drilling on weak topics
|7 hours||7 hours|
Answer these questions to consider the right duration:
Programs with longer duration will cover more topics, go into greater depth and provide greater improvements.
The more they put into this training, the more they will get out.
Programs with shorter duration is more suitable for repeating test takers. Independent learners may need extra hours to spice up self-study.
Your premises or Kaplan campus
Talk to our team and learn how Kaplan can improve your team’s performance.
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