| Hubbis Digital Learning Course Syllabus | |
| Course Name | CPD/CPT /OPT |
|
| Industry | |
|
| Global world of wealth and asset management | 30 minutes |
| Onshore versus offshore wealth management | 30 minutes |
| The role of wealth providers | 60 minutes |
| Trends in the Asian Wealth Management industry | 30 minutes |
| Types of Wealth Management Service Providers | 30 minutes |
| Wealth Management in Asia: A Relevant Profession | 30 minutes |
| Why Wealth Management Matters | 60 minutes |
|
| Compliance & Regulation | |
|
| KYC | |
| AML Trusts Hong Kong | 30 minutes |
| AML Trusts Singapore 2016 | 30 minutes |
| Anti-Corruption and Anti-Bribery 2016 | 30 minutes |
| Anti-Money Laundering – Australia 2016 | 60 minutes |
| Anti-Money Laundering for Back Office Executives Singapore 2016 | 60 minutes |
| Anti-Money Laundering for Front Office Executives Singapore 2016 | 60 minutes |
| Anti-Money Laundering Hong Kong 2017 | 60 minutes |
| Anti-Money Laundering Indonesia 2017 | 30 minutes |
| Anti-Money Laundering Saudi Arabia 2016 | 30 minutes |
| Anti-Money Laundering Singapore 2017 | 60 minutes |
| Anti-Money Laundering Taiwan 2016 | 60 minutes |
| Anti-Money Laundering UAE 2016 | 60 minutes |
| Anti-Money Laundering India 2016 | 60 minutes |
| Anti-Money Laundering The Philippines 2016 | 30 minutes |
| Counter Terrorist Financing in Wealth Management 2016 | 30 minutes |
| KYC Essentials Hong Kong 2017 | 60 minutes |
| KYC Essentials Singapore 2017 | 60 minutes |
| Outsourcing | 30 minutes |
| Sanctions 2016 | 30 minutes |
|
| Cross-Border | |
| Cross Border Sales Guidelines: Australia 2017 | 30 minutes |
| Cross Border Sales Guidelines: China 2016 | 30 minutes |
| Cross Border Sales Guidelines: Hong Kong 2016 | 30 minutes |
| Cross Border Sales Guidelines: India 2016 | 30 minutes |
| Cross Border Sales Guidelines: Indonesia 2016 | 30 minutes |
| Cross Border Sales Guidelines: Malaysia 2016 | 30 minutes |
| Cross Border Sales Guidelines: Singapore 2016 | 30 minutes |
| Cross Border Sales Guidelines: Taiwan 2016 | 30 minutes |
| Cross Border Sales Guidelines: Thailand 2016 | 30 minutes |
| Cross Border Sales Guidelines: The Philippines 2016 | 30 minutes |
| Cross-Border Sales Guidelines: Japan 2016 | 30 minutes |
|
| Tax | |
| Automatic Exchange of Information “AEOI” & Common Reporting Standard “CRS” 2017 | 30 minutes |
| Angelo Venardos on Common Reporting Standards 2017 | 30 minutes |
| FATCA | 60 minutes |
| Qurops For IFAs | 30 minutes |
| Responsibility of wealth managers in regards of clients' tax compliancy | 30 minutes |
| Tax Amnesty in Indonesia | 30 minutes |
|
| Ethics & Fiduciary | |
| Code of Conduct – Hong Kong 2016 | 30 minutes |
| Code of Conduct - Singapore 2016 | 30 minutes |
| Compliance and Business Ethics 2017 | 60 minutes |
| Corporate Social Responsibility 2015 | 30 minutes |
| Ethical Fiduciary Responsibility | 30 minutes |
| Fraud Prevention 2016 | 60 minutes |
| Guidelines for FIs to Safeguard the Integrity of Singapore's Financial System | 60 minutes |
| Guidelines on Fair Dealing in Singapore 2016 | 60 minutes |
| Guidelines on Fit & Proper Criteria for Financial Advisers | 60 minutes |
| Guidelines on Standards of Conduct for Financial Advisers and Representatives | 60 minutes |
| Market Abuse - Hong Kong 2016 | 30 minutes |
| Market Abuse - Singapore 2016 | 30 minutes |
| Mis-selling and Suitability – Hong Kong 2016 | 60 minutes |
| Mis-selling and Suitability – Singapore 2016 | 60 minutes |
|
| IT & Security | |
| Being prepared for Singapore’s data protection provisions | 30 minutes |
| IT & Cyber Security 2017 | 60 minutes |
| Introduction to Singapore Personal Data Protection Act 2016 | 20 minutes |
| Singapore Data Protection - Introductory Overview | 30 minutes |
| Singapore Data Protection Act 2016 | 60 minutes |
| Social Media | 30 minutes |
| The Personal Data (Privacy) Ordinance of Hong Kong | 30 minutes |
| The Personal Data (Privacy) Ordinance of Hong Kong-General | 15 minutes |
| Understanding Singapore’s personal data protection regime | 30 minutes |
|
| Risk | |
| Enterprise Risk Management 2016 | 60 minutes |
|
| Wealth Structuring / Family Wealth | |
|
| Applications of Trusts | 30 minutes |
| Family Offices | 30 minutes |
| Fundamentals of Insurance Wrappers | 30 minutes |
| Fundamentals of Wills, Foundations & Offshore Companies | 60 minutes |
| Helping wealthy families plan - for now and the future | 30 minutes |
| Immigration & Expatriation | 30 minutes |
| Practical steps for wealth transfer | 60 minutes |
| Succession Planning | 30 minutes |
| The components of long-term wealth plans | 60 minutes |
| Trust 2016 | 60 minutes |
| Wealth THINK – Fundamentals of Wealth Management | 60 minutes |
| Wealth THINK - Trends in Wealth Planning | 30 minutes |
|
|
| Skills | |
|
| Be the Salesperson You Want to Be | 30 minutes |
| Becoming a trusted adviser | 60 minutes |
| Behavioural Finance 2016 | 60 minutes |
| Being An Effective Wealth Manager 2017 | 30 minutes |
| Building Trust to Add Value to Clients & Their Portfolios | 30 minutes |
| Creating a Successful Service | 30 minutes |
| Creating an effective Financial Plan | 60 minutes |
| Cultural Aspects of Doing Business in Asia | 30 minutes |
| Delivering Bad News 2017 | 30 minutes |
| Doing business in Asia 2017 | 30 minutes |
| Handling objection 2017 | 30 minutes |
| Key Skills A Successful Salesperson Should Master (Part 1) | 30 minutes |
| Key Skills A Successful Salesperson Should Master (Part 2) | 30 minutes |
| Key Skills A Successful Salesperson Should Master (Part 3) | 30 minutes |
| Getting pysychology right & sales mistakes to avoid | 30 minutes |
| Managing personal finances | 60 minutes |
| Sales success | 60 minutes |
|
| Investments | |
|
| General | |
| Advisory Services | 60 minutes |
| Asset Allocation and Diversification | 60 minutes |
| Benchmarking | 60 minutes |
| Calculating investment return | 60 minutes |
| Cash Flow Modelling | 60 minutes |
| Discretionary Portfolio Management | 30 minutes |
| Economic Indicators | 30 minutes |
| Introduction to Mutual Funds 2017 | 30 minutes |
| Investment Basics 2017 | 30 minutes |
| Investment Math | 60 minutes |
| Investment styles | 60 minutes |
| MacroEconomics | 60 minutes |
| Managing investment risks | 60 minutes |
| Measuring investment risks | 60 minutes |
| Model Portfolios: Asset Allocation 2017 | 60 minutes |
|
Investment Math 2017 | 60 minutes |
| Macro Economics 2017 | 60 minutes |
| Model Portfolios:Asset Allocation 2017 | 60 minutes |
| Portfolio Management Theory 2016 | 60 minutes |
| Portfolio Reviews | 30 minutes |
| Responsible investing | 60 minutes |
| Portfolio Reviews 2017 | 60 minutes |
| Technical Analysis 2017 | 60 minutes |
| Technical versus fundamental analysis | 60 minutes |
| The added value of discipline | 60 minutes |
|
| Alternative Investments | |
| Alternative Investments 2016 | 30 minutes |
| Dual currency investments 2017 | 30 minutes |
| Exchange traded products: ETFs 2017 | 60 minutes |
| Hedge Funds 2017 | 60 minutes |
| Investing in Commodities 2017 | 30 minutes |
| Islamic Finance | 30 minutes |
|
Islamic Finance 2017 | 30 minutes |
| Private Equity 2017 | 60 minutes |
| Understanding ETFs 2016 | 30 minutes |
| Understanding Gold | 60 minutes |
| Using ETFs 2016 | 30 minutes |
|
| Credit | |
| Credit - Risks and Rules | 30 minutes |
|
| Derivatives | |
| Building Blocks of Structured Products | 30 minutes |
| Daily Range Accruals 2016 | 30 minutes |
| Derivatives in Wealth Management 2016 | 30 minutes |
| Equity Accumulators and Decumulators 2016 | 30 minutes |
| Equity Linked Notes: Reverse Convertibles 2016 | 30 minutes |
| Financial Derivatives 2017 | 60 minutes |
| FX Accumulators And Decumulators 2016 | 30 minutes |
| Tailoring Derivative Products 2016 | 30 minutes |
| The basics of derivatives | 30 minutes |
| Using Structured Products 2016 | 30 minutes |
|
| Equity | |
| Equity income 2017 | 60 minutes |
| Equity indices 2017 | 30 minutes |
| Equity Valuations 2017 | 60 minutes |
| Introduction to Equities 2016 | 30 minutes |
|
| Fixed Income | |
| Advanced Fixed Income | 60 minutes |
| Advanced Fixed Income 2017 | 30 minutes |
| Contingent Convertible (CoCo) Bonds 2016 | 30 minutes |
| Convertible Bonds 2017 | 30 minutes |
| Government Bonds 2017 | 30 minutes |
| Introduction To Fixed Income 2016 | 60 minutes |
| Money Markets 2017 | 30 minutes |
| Short duration bond investing 2017 | 30 minutes |
| Vanilla Options 2016 | 60 minutes |
| Yield Curves 2017 | 60 minutes |
| Yield Curves | 60 minutes |
|
| FX | |
| Introduction to FX 2016 | 30 minutes |
|
| Insurance | |
| An Overview of Insurance 2016 | 60 minutes |
| Health related insurance | 30 minutes |
| Personal Liability, Personal Property, and Business Insurance 2016 | 30 minutes |
| Introduction to life insurance | 45 minutes |
|
| For more information please contact [email protected] | |
