Events

WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities

Join this Expert Series which will cover the changing regulatory landscape, trends and risks in financial services, the role of the Compliance professional, the range of job families available and the skillsets required.

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes for June 2023

Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes.

Online Info Sessions – Certified Compliance Officer for June 2023

Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme.

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes for May 2023

Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes.

Online Info Sessions – Certified Compliance Officer for May 2023

Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme.

Launch of the Impact Philanthropy Partnership:
Forging your Family’s Impact Path – What Success Looks like for You

Look out for the launch of our exciting new partnership with MAS and the Private Banking Industry Group – the Impact Philanthropy Partnership (IPP)!
This series will support the growth of purposeful wealth and impact.

Roundtable: Investments in Private Equity and Venture Capital for Family Offices – Ambitions and Realities

Join our panellists in discussing how of PE/VC can fit in a portfolio and what family offices are looking for from their advisors.

IPP Forum 2023: Accelerating Catalytic Philanthropy –
Sustainable Futures Beyond Writing the Cheque

The inaugural IPP Forum brings together leading philanthropists, family principals, advisors, and partners within the region to explore the synergies between sustainability and philanthropy.

Roundtable: Finding the Right Governance Structure Through the Stages

Our second roundtable discusses topics such as how family offices should be structured, decision-making and operational considerations.

Networking Evening

Meet your fellow members in the GFO Circle over an informal networking event with wine and cheese!

Archives

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.

About Us

Our Story

Board & Board Committees

Meet the Team

Programmes

Compliance Risk Management

Private Banking

Wealth Management

Asset Management

Family Office

Trust Services

Online Learning

Custom Solutions

Research

Insights

GFO Circle

About GFOC

Membership

Media

Press Room

In the News

Events

Quick Links

CPE Disclosure Requirements

Funds, Grants and T&Cs

Privacy Policy

Dispute Resolution Policy

Whistle-Blowing Policy

Career Opportunities

Student Portal (WMI Limited)

Student Portal (WMI International)

Student Contract

WMI Learner Handbook

Connect With Us

Linkedin-in Facebook-f Instagram Tiktok
edutrustlogo-01
Copyright © 2023
Wealth Management Institute