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Master of Science in Asset & Wealth Management

Dalio Market Principles

Dalio Market Principles (DMP) Online Premium Program

Dalio Market Principles (DMP) Executive Program

Dalio Market Principles (DMP) Family Office Program

Family Office

Certificate in Family Office Essentials

Certified Family Office Practitioner

Certified Family Office Advisor

Certificate for Family Office Advisors for Greater China Market

Certificate in Applied Sustainable Investing for Family Offices

Certificate in Investing In Innovation

Certificate in Long-Term Investing

Wealth Management

Advanced Diploma in Investment and Wealth Management

Advanced Diploma in Wealth Management

Affluent & High-Net-Worth Client Management Series

Certified Affluent Wealth Adviser (CAWA)

Priority & Retail Certified Adviser (PRCA) Level 2

Priority & Retail Certified Adviser (PRCA) Level 3

Principles of Wealth Management (PWM)

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

Investing and Asset Management

Certificate in Multi-Asset Investing

Certificate in Introduction to Alternatives Investing

Certificate in Digital Assets Strategies, Risks & Regulations

Investment Accelerator Programme

Advanced Diploma in Asset Management

Environmental, Social, Governance (ESG)

Certificate in Introduction to ESG Advisory

Certificate in Introduction to Climate and Decarbonisation Strategies

Certificate in Foundations of Impact Investing

Trust Services

Certificate in Trust Services

Advanced Certificate in Trust Services

Certificate in International Tax Considerations for Families of Wealth

Online Learning

Ethics, Regulations & Compliance (Online)

Certified Private Banker (CPB) – Ethical Conduct

Certificate in Fundamentals of Investments

Philanthropy

Advanced Certification in Philanthropy and Social Impact

Certified Impact Philanthropy Professional Programme

Certificate in Philanthropy and Social Impact

CHIEF – The Changemaker Impact Endeavour Fellowship

Advanced Diploma in Finance and Markets

Custom Solutions

Compliance, Risk & Governance

Advanced Diploma in Compliance Risk Management

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

Family Office Risk Management and Controls

ESG Risk Management and Controls

Compliance Change Transformation

Gen AI for AML Risk Management

Wholesale Banking & Capital Markets Regulation

Retail Banking and Fintech Regulation

Fraud, Scams and Cyber-enabled Financial Crime

Sanctions, Trade-based Money Laundering Risks and Controls

Compliance in Asset Management and Financial Advisory Services

Compliance in Private Banking and Wealth Management
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Month: March 2023

9 March 2023

Insider Tips on Cultivating a Culture of Learning in Financial Institutions

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7 March 2023

Proven Methods to Become a Trusted Advisor to Private Banking Clients

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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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