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    • Certificate in Introduction to ESG Advisory
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    • Certified Family Office Practitioner
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    • Graduate Diploma in Compliance in Financial Services
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Sep 25
Sep 25 - Sep 26

Advanced Diploma in Asset Management – Introduction to ESG & Sustainable Investing

Oct 19
Oct 19 - Oct 20

Advanced Diploma in Asset Management – Client and Investor Management Toolkit

Apr 18
April 18, 2024 - April 19, 2024

Advanced Diploma in Wealth Management – Investment Advisory

Apr 25
April 25, 2024 - April 26, 2024

Advanced Diploma in Wealth Management – Investment Product Strategies

May 1
May 1, 2024 - May 31, 2024

Advanced Diploma in Wealth Management – Ethics, Regulatory Compliance & Client Onboarding (Online)

May 27
May 27, 2024 - May 28, 2024

Advanced Diploma in Wealth Management – Data Science and Fintech I

Jun 24
June 24, 2024 - June 25, 2024

Advanced Diploma in Wealth Management – Advanced Wealth Planning, Family Office and Business Succession

Jul 8
July 8, 2024 - July 10, 2024

Advanced Diploma in Wealth Management – Client Relationship Management

Aug 12
August 12, 2024 - August 14, 2024

Advanced Diploma in Wealth Management – Cross Banking

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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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Copyright © 2023
Wealth Management Institute
  • About Us
    • Our Story
    • Board & Board Committees
    • Meet the Team
  • 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 and Risks
      • Investment Accelerator Programme
    • Wealth Management
      • Advanced Diploma in Wealth Management
      • Priority & Retail Banking Certified Adviser (PRCA) Level 2
      • Priority & Retail Banking Certified Adviser (PRCA) Level 3
      • Principles of Wealth Management (PWM)
      • Affluent & High-Net-Worth Series
      • Client Management Series (CMS)
    • 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 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 Markets
      • Certificate in Philanthropy and Social Impact
      • 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 – Monitoring, Surveillance and Testing
      • Digital Assets – Regulatory, Compliance & Risks
    • Online Learning
      • Ethics, Rules & Regulations (FA CPD)
      • Certified Private Banker (CPB) Level 1 – Ethical Conduct
      • Certified Private Banker (CPB) Level 2 – Regulatory Compliance & Client Onboarding
      • Certificate in Fundamentals of Investments
    • Custom Solutions
  • Insights
    • WMI Impact
    • Philanthropy Guide
    • Perspectives
  • GFO Circle
    • GFO Summit 2023
    • About the Global-Asia Family Office Circle
    • Membership
    • Directory
      • Corporate Directory
    • GFO Circle Events
    • Impact Philanthropy Partnership
    • Member login
  • Media and Events
    • Press Room
    • In the News
    • Events
  • Contact Us