About Us
Programmes
Programme Calendar

Master of Science in Asset & Wealth Management

Investing and Asset Management

Dalio Market Principles Program

Advanced Diploma in Asset Management

Certificate in Multi-Asset Investing

Certificate in Digital Assets Strategies and Risks

Investment Accelerator Programme

Wealth Management

Advanced Diploma in Wealth Management

Priority & Retail Certified Adviser (PRCA) Level 2

Priority & Retail Certified Adviser (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 Adviser (CSA) Level 1

Definitive Series

Environmental, Social, Governance (ESG)

Certificate in Introduction to ESG Advisory

Certificate in Foundations of Impact Investing

Certificate in Applied ESG Investing and Asset Management

Certificate in Applied ESG Investment Advisory

Family Office

Certified Family Office Practitioner

Certified Family Office Advisor

Certificate for Family Office Advisors for Greater China Market

Certificate in Philanthropy and Social Impact

Certificate in Investing In Innovation

Certificate in Long-Term Investing

Trust Services

Certificate in Trust Services

Advanced Certificate in Trust Services

Certificate in International Tax Considerations for Families of Wealth

Compliance, Risk & Governance

Graduate Diploma in Compliance in Financial Services

Advanced Diploma in Financial Crime Compliance and Compliance Analytics

Advanced Diploma in Regulatory Compliance and Compliance Analytics

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)

Digital Assets – Regulatory, Compliance & Risks

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

Custom Solutions
Insights
GFO Circle
Media & Events
Contact Us

Month: October 2020

21 October 2020

Wealth Management Institute to establish Centre of Excellence on market principles with major grant from Dalio Philanthropies

Read More

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

Board & Board Committees

Programmes

Wealth Management

Investing & Asset Management

Private Banking

Compliance Risk Management

Online Learning

Custom Solutions

Research

GFO Circle

Media

Quick Links

CPE Disclosure Requirements

Funds, Grants and T&Cs

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

About Us
Programmes
Insights
GFO Circle
Media and Events
Contact Us