Tag: Template 4

Certificate in Philanthropy and Social Impact

Certificate in Trust Services

Advanced Diploma in Wealth Management

Test Certified Private Banker (CPB) Level 1

Individuals with less than 3 years experience

Certified Family Office Practitioner

Digital Assets – Regulatory, Compliance & Risks

Certified Family Office Advisor

Certificate for Family Office Practitioner – Managing Family Dynamics

Certificate for Family Office Practitioner – Family Office Management and Operations

Certificate for Family Office Practitioner – Succession and Wealth Transfer

Archives

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

Our Story

Board & Board Committees

Meet the Team

Programmes

Wealth Management

Investing & Asset Management

Family Office

ESG

Private Banking

Compliance Risk Management

Trust Services

Online Learning

Custom Solutions

Research

Insights

GFO Circle

About GFOC

Membership

Media

Press Room

In the News

Events

Quick Links

CPE Disclosure Requirements

Funds, Grants and T&Cs

Privacy Policy

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