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, 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

Custom Solutions
Insights
GFO Circle
Asia Centre for Changemakers
Media & Events
Contact Us

Category: Trust Services

Navigating Evolving Client Needs in Trust Services in 2023 and Beyond

Read More

Archives

Past Events
Upcoming Events
GFO Circle Events
IPP Events

Past Events
Upcoming Events
GFO Circle Events
IPP Events

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
Asia Centre for Changemakers
Media and Events
Contact Us