Highlights

* Obtain a broad perspective of the financial services industry in Singapore and the role of Fiduciary Services (e.g. Trusts)

* Appreciate the legal considerations that a wealth manager needs to be mindful of when he performs his regular portfolio of responsibilities

* Be aware of the legal obligations of the banker in the Banker and Client [...]

The following two seminars collectively form one module that has been approved government funding under the FICS Program and eligible participants qualify for grant under FICS progam.

Individual and eligible institutions can seek funding support of 90% for the training course fees incurred by the organisation in sending their employees to attend a training programme [...]

Individual and eligible institutions can seek funding support of 90% for the training course fees incurred by the organisation in sending their employees to attend a training programme that has been accredited under the FICS.

PCR05: Understanding The Financial Services Industry

* Overview of the financial services industry.

* Discussion on the financial [...]

Individual and eligible institutions can seek funding support of 90% for the training course fees incurred by the organisation in sending their employees to attend a training programme that has been accredited under the FICS.

PCR02: Loan Management and Risk Monitoring

* Be aware of the key issues in loan management.

* Discussion on key [...]

The following two seminars collectively form one module that has been approved government funding under the FICS Program and eligible participants qualify for grant under FICS progam.

Individual and eligible institutions can seek funding support of 90% for the training course fees incurred by the organisation in sending their employees to attend a training programme [...]

The following two seminars collectively form one module that has been approved government funding under the FICS Program and eligible participants qualify for grant under FICS progam.

Individual and eligible institutions can seek funding support of 90% for the training course fees incurred by the organisation in sending their employees to attend a training programme [...]

Highlights

* Understand what constitutes Assets and Liabilities of a Financial Institution, and the Importance of Asset Liability Management (ALM).

* Have an overview of Asset and Liability Committees (ALCO), their Roles, Objectives, Functional Responsibilities, and related Regulatory and best practices.

* Have an insight into Liquidity Management and Interest Rate Risk Management, within the Asset [...]

Highlights

* Be on a “first-of-its-kind” Mission Challenge that “Challenges The Way You Think!”

* Have the opportunity to meet new people, exercise and develop Networking Techniques.

* Have the opportunity to be challenged to constantly think outside the box.

* Learn Strategic Planning under unusual circumstances with lessons that one can take back.

* [...]

Highlights

* Learn To Meet The Needs of Clients and To Grow Your Business.

* Protecting One’s Wealth.

* Crucial Steps To Effective Wealth Maintenance.

* How Wealth Accumulation Can Be Achieved / Enhanced.

* Maximising Wealth Distribution To Chosen Parties.

Seminar Facilitator(s):

Ms. Tay May Lin
B.Acc. (Hons), CPA, CFP

Organizer: PI ETA Consulting Company

For more information about [...]

Highlights

* Be aware of the seriousness of money laundering & terrorism financing.

* Understand and comply with the requirements laid down by the regulators.

* Identify customers as required by the regulators.

* Identify various types of Suspicious Transactions and take the necessary actions required by the law.

* Take appropriate measures to prevent attempts [...]