High Net Worth (HNW) Certification

Designed for financial advice practitioners and executives looking to deepen their understanding of the rapidly expanding HNW sector in Asia-Pacific, the HNW Certification represents the pinnacle of achievement and provides formal recognition of the highest standard of competence and skill within the financial advice discipline.

Blended learning experience

Face-to-face workshops

Face-to-face workshops

Interact with your peers and specialist faculty in a face-to-face learning environment.

Discussion groups

Discussion groups

Ask questions and participate in discussions for maximum engagement and collaboration.

Private wealth client case studies

Private wealth client case studies

Apply your learnings to complex, real-world high net worth client examples.

Comprehensive support

Comprehensive support

Early access to study materials and enhanced assessment support to help you succeed.
Understand the characteristics, needs and market trends relating to HNWIs and family offices for business structuring, estate planning, insurance, risk management and investment advice
Gain insights of consumer and investor behaviour to establish and maintain client relationships with HNWIs
Discuss and apply key concepts relating to the provision of asset protection and wealth creation and distribution strategies for HNW clients, including risk management, portfolio theory, product knowledge and taxation
Develop strategies for HNWIs and family offices that incorporate legislative, regulatory and compliance obligations, including, where relevant, beyond border considerations
Design client acquisition strategy and marketing and communication plan to attract, advise and retain HNWIs
Private Wealth and Family Office: Environment, Trends and Client Focus
Business Structuring and Tax Considerations
Estate Planning Strategies for High Net Worth Individuals and Family Offices
Insurance Solutions and Asset Protection for High Net Worth Individuals
Private Wealth Investment Strategies and Portfolio Construction
Applied Business Strategy for High-Net-Worth Individuals and Family Offices

Programme overview

Subject 1
Private Wealth and Family Office: Environment, Trends and Client Focus
Understand the needs and market trends of HNW clients and family offices, and requirements for providing advice in Singapore and other jurisdictions.

Topics

  • Topic 1: The HNW market and role of the financial adviser 
  • Topic 2: Consumer decision-making and behavioural finance
  • Topic 3: Working with external partners
  • Topic 4: Regulation of financial services
  • Topic 5: Legal and professional obligations for advisers
  • Topic 6: Risk management, governance and compliance of family offices 
Subject 2
Business Structuring and Tax Considerations (including Beyond Borders Advice)
Analyse legal, business structure and taxation implications for current and potential HNW individual and family office scenarios. It also encompasses beyond border advice.

Topics

  • Topic 1: Business structures and trusts
  • Topic 2: Structures used by HNWIs and family offices
  • Topic 3: Income tax — individuals
  • Topic 4: Tax for businesses
  • Topic 5: Cross-border taxation
Subject 3
Estate Planning Strategies for High Net Worth Individuals and Family Offices
This subject will help you establish estate planning objectives and risks, and determine appropriate estate planning strategies.

Topics

  • Topic 1: A holistic approach to estate planning
  • Topic 2: Estate planning challenges, rules and tools
  • Topic 3: HNW succession planning
  • Topic 4: Estate planning strategies for HNWIs
Subject 4
Insurance Solutions and Asset Protection for High Net Worth Individuals
Assess personal and business risks, and develop appropriate risk management and insurance strategies.

Topics

  • Topic 1: Insurance and asset protection — the role of the financial adviser
  • Topic 2: Identifying insurance needs for HNWIs
  • Topic 3: Implementing insurance solutions for HNWIs
  • Topic 4: Insurance strategies for HNW clients
Subject 5
Private Wealth Investment Strategies and Portfolio Construction
Analyse investment needs and objectives or HNWIs and family offices and develop appropriate investment strategies.

Topics

  • Topic 1: Investment for HNWIs and the role of the financial adviser
  • Topic 2: Global financial markets, economic principles and portfolio theory 
  • Topic 3: Matching investment products with HNW client goals
  • Topic 4: Portfolio construction techniques and mandates 
  • Topic 5: Strategies for providing investment advice
Subject 6
Applied Business Strategy for HNWIs and Family Offices
Develop a marketing and communication plan to attract, advise and retain HNW and family office clients.

Topics

  • Topic 1: Marketing to HNWIs and family offices
  • Topic 2: Buyer behaviour
  • Topic 3: Client engagement and communication
  • Topic 4: Assessing capability to attract and service HNW clients
  • Topic 5: Acquiring HNW clients
  • Topic 6: Marketing to HNWIs
Asia-Pacific HNWI wealth to surpass US$42 trillion by 2025*
*Capegemini, Asia-Pacific Wealth Report 2018

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