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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, Risks & Regulations

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 Client Management Series

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 Introduction to Climate and Decarbonisation Strategies

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 Environment and Social Governance for Family Offices

Certified Impact Philanthropy Professional Programme

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)

Family Office Risk Management and Controls

Online Learning

Ethics, Regulations & Compliance (Online)

Certified Private Banker (CPB) – Ethical Conduct

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

Certificate in Fundamentals of Investments

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Day: March 7, 2023

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

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