Certified Private Banker Level 2
Target Audience
- Certified Wealth Managers professionals
- Wealth Managers handling affluent or HNW clients
- Portfolio advisors ready for deeper client complexity
- Investment counselors aiming to lead multi-generational relationships
Program Start Date
Coming Soon
Program Duration
Coming Soon
Delivery Mode
Hybrid (Online & In-person)
Elevate Your Advisory Authority
- Legacy Architecture over Product Sales
Shift from selling solutions to architecting multi-generational wealth. Master the psychological nuances and family dynamics that define the Ultra-High-Net-Worth (UHNW) segment. - Global Command & Cross-Border Expertise
Navigate the complexity of international markets with authority. Gain technical mastery in cross-border tax, global trust structuring, and institutional-grade risk management. - Strategic Confidant Status
Transition from a service professional to a core strategic partner. Build the high-level influence required to lead family office conversations and command the “trusted advisor” position. - Simulation-Led Mastery
Bridging the gap between theory and the boardroom. Use proprietary AI-assisted simulations to stress-test your advisory skills in high-stakes, real-world UHNW scenarios.
How WMAI Scales Your Strategic Authority
- Proprietary AI simulations for complex UHNW client scenarios.
- Deep-immersion labs focused on cross-border wealth structuring.
- Role-play studios to refine executive presence and advisory influence.
- Capstone Wealth Defense to validate strategic technical credibility.
- Advanced certification pathways for elite private banking mastery.
8 Strategic Pillar
Mastering institutional-grade products and alternative investments.
Navigating cross-border jurisdictions, tax efficiency, and succession.
Developing the executive presence to lead family office conversations.
Utilizing AI and digital fluency to manage modern global wealth ecosystems.
Mode of Assesment
To encourage transfer of learning, the course incorporates:
- Structured Role-Play Simulations
- Group Case Study Presentation
- Written Final Exam (MCQs + written responses)
- Evaluation Call with Faculty Panel
Registration
Strategic Partnerships
