Asia stands out as a burgeoning epicenter for high-net-worth individuals (HNWIs). The region has seen a remarkable surge in wealth creation, driven by robust economic growth, burgeoning entrepreneurship, and increasing investment opportunities. According to the latest Capgemini World Wealth Report, Asia-Pacific accounted for 39% of the world’s HNWIs, with an 8% increase in the HNWI population in 2023 alone.
This rapid expansion presents a unique opportunity for financial advisers and consultants to tap into a lucrative market that demands sophisticated, personalised wealth management services.
However, with this growth comes evolving client expectations and complex challenges, Affluent clients today seek more than just financial advice; they demand holistic wealth planning, advanced strategies for wealth accumulation, and meaningful engagement experiences. To navigate these challenges and capitalise on the expanding wealth opportunities, advisers must differentiate themselves through specialised knowledge and innovative approaches.
The WMI’s Asia Affluent Wealth Adviser Series is designed to equip both financial advisers and consultants, as well as Agency Directors and Team Leaders, with the latest insights and strategies to excel in this competitive environment.
Our programme offers a comprehensive learning journey, helping you to identify new business opportunities, enhance client relationships, and stay ahead of market trends. Join a collective community dedicated to upskilling and seizing future opportunities in the affluent wealth market.
Learn from the best by engaging with top industry leaders and partners. Harness their insights and best practices to refine and elevate your business strategies.
Follow a structured pathway developed in collaboration with leading financial institutions, or customize your own learning journey to become an established affluent wealth adviser.
Access cutting-edge wealth management strategies and tools to stay ahead of industry trends and meet the sophisticated demands of affluent clients.
Struggling to find or connect with prospects in affluent key regional markets?
Learn from established Market Heads and industry experts who will provide deep insights and strategies tailored to entering and thriving in different Asian markets. Understand the unique economic, cultural, and regulatory landscapes to effectively build business opportunities to serve affluent clients in their regions.
Affluent clients are continuously seeking options to expand their wealth and require a multi-faceted approach that goes beyond wealth preservation.
Equip yourself with fundamental but comprehensive knowledge of investment concepts and provide holistic advice that aligns with the needs of affluent clients to grow and optimise their wealth.
Navigate the complex world of affluent wealth planning by uncovering the unique challenges faced during their wealth journey.
Discover the relevance of various wealth planning tools and strategies to be used in ongoing scenarios including Estate Planning, Tax optimization & Philanthropy, and how you play a vital role in growing your clients’ wealth, ensuring long-term security and legacy preservation.
Affluent Clients often undergo a rollercoaster of emotions and issues due to the complex and risky nature of their environment and require advisers who can engage them holistically in guiding them to achieve their financial goals.
Learn best practices and engagement strategies from our leading faculty building a trusted and future-looking relationship with the affluent.
Are you an aspiring or experienced leader facing difficulties in leading a team to effectively manage and serve affluent clients with their complex needs? Hone your leadership skills to manage and inspire your team in a high-stakes environment.
Learn to cultivate a culture of excellence, drive team performance, and implement best practices to achieve collective success in serving affluent clients.
Unsure where to begin?
Refer to our recommended pathway as a starting point, and continue building your pathway from there.
Tailored for you to pick up fundamental knowledge about investments and asset management in a flexible and engaging way.
Programme Structure
Through this programme, the Financial Adviser will understand how to profile customers and recommend appropriate solutions to customers. They will learn how to approach affluent clients using insurance solutions as a means for wealth transfer, wealth diversification, and accumulation.
Step 2Uncovering insights and opportunities in key regional markets, our program provides a deep understanding of the generational differences in mindsets among high-net-worth clients.
You'll also explore paradigm shifts driven by globalisation while developing the essential skills to build trust and foster long-lasting relationships with these affluent clients.
Programmes Available
A leading programme designed for those who want to build deeper expertise as an investment or wealth management professional.
Programme Structure
Eligible Singapore Citizens and Permanent Residents will enjoy the following subsidies – SkillsFuture Singapore (SSG) and IBF Standards Training Schemes.
For eligible Singapore Citizens and Permanent Residents, there is no need for you to make any separate claims for funding. WMI will apply for the IBF funding on your behalf, though we will request that you provide us with the relevant information to do so.
Yes, you can use your SFC to pay for or offset the program fees by applying for claim(s). All eligible Singapore Citizens will be able to access their SFC account here.
BEFORE accessing any online learning modules or commencing the course
AFTER accessing any online modules or commencing the course
We accept payments via credit card and bank transfer. Unfortunately, we do not allow splitting of payment across separate credit card transactions.
For Singapore citizens and permanent residents, we accept ‘PayNow’ as another mode of payment.
In all cases, nett Program Fees must be paid in full (in SGD Dollars) to complete registration.
Unfortunately, we do not offer installment payment options. If you have any further questions or require assistance with payment arrangements, please contact dmp@wmi.edu.sg.
Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount for the Dalio Market Principles Online. Click here for more information on GFO Circle membership.
There is no difference in enrolling between local and international participants. Both groups have the same access to the program content and resources. However, funding options may vary depending on residency status.
Singapore Citizens and Permanent Residents can benefit from funding support under the IBF Standards Training Scheme (IBF-STS). The use of SkillsFuture Credit can be utilized to offset the balance of the Dalio Market Principles Online program fees after IBF subsidy.
Need more information? Fill in the form to learn to speak with a Program manager.
