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Dalio Market Principles

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Certificate in Family Office Essentials

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Certificate for Family Office Advisors for Greater China Market

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Certificate in Applied Sustainable Investing for Family Offices

Certificate in Investing In Innovation

Certificate in Long-Term Investing

Wealth Management

Advanced Diploma in Investment and Wealth Management

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Affluent & High-Net-Worth Client Management Series

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Principles of Wealth Management (PWM)

AI Applications in Wealth Management

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Certified Private Banker (CPB) Level 1

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Definitive Series

Investing and Asset Management

Certificate in Multi-Asset Investing

Certificate in Introduction to Alternatives Investing

Certificate in Digital Assets Strategies, Risks & Regulations

Investment Accelerator Programme

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Certificate in Introduction to ESG Advisory

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Certificate in Foundations of Impact Investing

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Certificate in International Tax Considerations for Families of Wealth

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Ethics, Regulations & Compliance (Online)

Certified Private Banker (CPB) – Ethical Conduct

Certificate in Fundamentals of Investments

Philanthropy

CHIEF – The Changemaker Impact Endeavour Fellowship

Certified Impact Philanthropy Professional Programme

Certificate in Philanthropy and Social Impact for Greater China Markets

Programmes for Asia’s Central Banks, Financial Regulators and Regulatory Agencies

Finance & Markets for Policymakers Programme

Climate Finance Programme

FinCrime Defence Workshops & Symposium

Compliance, Risk & Governance

Advanced Diploma in Compliance Risk Management

Certified Compliance Officer

Certified Compliance Officer Advanced

Family Office Risk Management and Controls

ESG Risk Management and Controls

Compliance Change Transformation

Advanced Certificate in AML, Fraud and Sanctions

AI Applications for AML & Compliance Risk Management

AI Applications in Asset Management

AI Applications in Wealth Management

Compliance in Asset Management and Financial Advisory Services

Compliance in Private Banking and Wealth Management

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About Us
Programmes
Master of Science in Asset & Wealth Management

Dalio Market Principles

Dalio Market Principles (DMP) Online Program

Dalio Market Principles (DMP) Executive Program

Dalio Market Principles (DMP) Family Office Program

Family Office

Certificate in Family Office Essentials

Certified Family Office Practitioner

Certified Family Office Advisor

Certificate for Family Office Advisors for Greater China Market

Certificate in Family Office for Legal Practitioners

Certificate in Applied Sustainable Investing for Family Offices

Certificate in Investing In Innovation

Certificate in Long-Term Investing

Wealth Management

Advanced Diploma in Investment and Wealth Management

Certified Affluent Banker

Affluent & High-Net-Worth Client Management Series

Certified Affluent Wealth Adviser (CAWA)

Priority & Retail Certified Adviser (PRCA) Level 3

Principles of Wealth Management (PWM)

AI Applications in Wealth Management

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

Investing and Asset Management

Certificate in Multi-Asset Investing

Certificate in Introduction to Alternatives Investing

Certificate in Digital Assets Strategies, Risks & Regulations

Investment Accelerator Programme

AI Applications in Asset Management

Environmental, Social & Governance (ESG)

Certificate in Introduction to ESG Advisory

Certificate in Introduction to Climate and Decarbonisation Strategies

Certificate in Foundations of Impact Investing

Trust Services

Certificate in Trust Services

Advanced Certificate in Trust Services

Certificate in International Tax Considerations for Families of Wealth

Online Learning

Ethics, Regulations & Compliance (Online)

Certified Private Banker (CPB) – Ethical Conduct

Certificate in Fundamentals of Investments

Philanthropy

CHIEF – The Changemaker Impact Endeavour Fellowship

Certified Impact Philanthropy Professional Programme

Certificate in Philanthropy and Social Impact for Greater China Markets

Programmes for Asia’s Central Banks, Financial Regulators and Regulatory Agencies

Finance & Markets for Policymakers Programme

Climate Finance Programme

FinCrime Defence Workshops & Symposium

Compliance, Risk & Governance

Advanced Diploma in Compliance Risk Management

Certified Compliance Officer

Certified Compliance Officer Advanced

Family Office Risk Management and Controls

ESG Risk Management and Controls

Compliance Change Transformation

Advanced Certificate in AML, Fraud and Sanctions

AI Applications for AML & Compliance Risk Management

AI Applications in Asset Management

AI Applications in Wealth Management

Compliance in Asset Management and Financial Advisory Services

Compliance in Private Banking and Wealth Management

Custom Solutions
Insights
- Thought Leadership
- Perspectives
GFO Circle
Asia Centre for Changemakers
Media & Events
Contact Us

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Certified Service Adviser (CSA) Level 1 – Successful Account, Client and Stakeholder Management

August 26, 2024

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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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