- Type Certification
Standard Chartered - INSEAD Wealth Academy High Net Worth Programme
Issued by
Fitch Learning
The Standard Chartered-INSEAD Wealth Academy is a high powered partnership between two leaders in their own space with a strong presence in Asia and the Middle East markets. The Academy’s HNW (High Net Worth) Programme aims to upskill the Bank’s Priority Private Relationship Teams (Relationship Managers and Wealth Specialists) and nurture them to become future-ready advisors - providing timely, personalised and high-quality differentiated wealth advice and sophisticated solutions to our clients.
- Type Certification
Earning Criteria
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The Academy’s HNW (High Net Worth) Programme aims to upskill the Bank’s Priority Private Relationship Teams (Relationship Managers and Wealth Specialists) and nurture them to become future-ready advisors - providing timely, personalised and high-quality differentiated wealth advice and sophisticated solutions to our clients.
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The programme includes a well-structured multi-step journey focused on deeper client engagement, knowledge of advanced wealth products, imbibing advisory architecture, and eventually concluding with an INSEAD-led module to hone their understanding of market nuances and understanding the behavioural biases at play.
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All candidates qualifying to be on this track possess the necessary certifications and eligibility to advise HNW clients and provide advise / recommendations, as applicable, on all relevant products, before even embarking on their wealth academy journey.
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The candidates undertake 80 hours of self-paced and instructor-led training co-created by Standard Chartered, Fitch Learning and INSEAD. All participants go through a range of online assessments and navigate through real-life case scenarios and simulation-based practices and assessments individually and in groups, before they qualify for certification. This training aims to equip participants with robust advisory-led client conversations that lead to more effective outcomes for our clients.
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Achievement Criteria - To earn a badge and certification for the HNW track, candidates must complete all available modules and achieve a minimum score of 70% pass mark across all available assignments