For more than a decade, the Wealth Management Institute (WMI) is Asia's Centre of Excellence for wealth and asset management education and research. We are a practice-based education and research institute, connecting rigorous academic theory with current industry best practices to ensure we provide global perspectives with an Asian focus.
World Class Curriculum
Advanced Expert Skills
Forward Looking Insights and Thinking
Sense of Purpose
The Global-Asia Family Office Circle
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We have moved to the heart of Singapore’s financial centre.
With effect from 30 September 2021, WMI will begin operations at No.1 Marina Boulevard, #16-01, One Marina Boulevard, Singapore 018989
Knowledge and Proficiency Across Compliance Specialties
Compliance in Financial Services, Graduate Diploma
With a comprehensive practice-based approach, each module builds toward knowledge and proficiency across the different specialty fields of compliance in the financial sector.
The Perfect Balance of Academia & Practice
Advanced Diploma in Wealth Management
Each module is crafted to impart knowledge capital covering various skills, competencies and trends covering the full spectrum of wealth management related to the high net worth client segment.
A bespoke programme for leaders supporting dynasties of the new era.
Family Office for Professionals
Offered at two levels, this comprehensive programme supports industry practitioners who wish to have a practical and in-depth understanding of family offices, globally and in the context of the Asian family enterprise and landscape.
Develop mastery to achieve client's long-term financial succession and preservation objectives
Trust Services
Comprising the Certificate in Trust Services (CTS) and the Advanced Certificate in Trust Services (ACTS), the WMI suite of Trust Programmes have been developed together with leading industry practitioners and are designed to be current and highly relevant to practice.
Unique skills portability across priority, private client and private banking.
Priority & Retail Banking Certified Adviser
Offered at two levels, this is the first & only programme which builds portability across three different levels of skills and competencies mirroring the career pathway from priority to private client and private banking. A modular structure allows maximum flexibility to learn as you need.
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