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Master of Science in Asset & Wealth Management

Diploma Programmes

Graduate Diploma in Compliance in Financial Services

Advanced Diploma in Wealth Management

Advanced Diploma in Asset Management

Advanced Diploma in Financial Crime Compliance and Compliance Analytics

Advanced Diploma in Regulatory Compliance and Compliance Analytics

Wealth Management

Priority & Retail Certified Advisor (PRCA) Level 2

Priority & Retail Certified Advisor (PRCA) Level 3

Principles of Wealth Management (PWM)

Affluent & High-Net-Worth Series

Client Management Series (CMS)

Private Banking

Certified Private Banker (CPB) Level 1

Certified Private Banker (CPB) Level 2

Certified Private Banker (CPB) Level 3

Certified Service Advisor (CSA) Level 1

Definitive Series

Asset Management

Dalio Sustainable Market Principles Program

Certificate in Introduction to ESG Advisory

Certificate in Applied ESG Investing and Asset Management

Certificate in Applied ESG Investment Advisory

Certificate in Multi-Asset Investing

Family Office

Certificate for Family Office Advisors – Foundation

Certificate for Family Office Advisors – Advanced

Certificate for Family Office Advisors for Greater China Market

Certificate in Philanthropy and Social Impact

Trust Services

Certificate in Trust Services

Advanced Certificate in Trust Services

Certificate in International Tax Considerations for Family Wealth

Compliance, Risk & Governance

Certified Compliance Officer

Certified Compliance Officer Advanced (Regulatory Compliance)

Certified Compliance Officer Advanced (Financial Crime Compliance)

Certified Compliance Officer Advanced (Compliance Analytics)

Certified Compliance Officer Advanced (Compliance Monitoring, Surveillance and Testing)

Online Learning

Ethics, Rules & Regulation (FA CPD)

Certified Private Banker (CPB) – Ethical Conduct

Certified Private Banker (CPB) – Regulatory Compliance & Client Onboarding

Certificate in Fundamentals of Investments

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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.

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Wealth Management Institute

About Us
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