24 Sep (Course), 30 Sep (Role-Play Assessment)
2 Days
Events
25 Sep (Course), 30 Sep (Role-Play Assessment)
2 Days
Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Wealth Advisory (Client Investment Suitability and Product Solutions)
1 Day
9:00am - 6:00pm
Certificate in Investing in Innovation
2 Days
9:00am - 5:00pm (Day 1)
9:00am - 12:00pm (Day 2)
Certificate for Family Office Practitioner – Family Office Management and Operations
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Managing Family Dynamics
1 Day
9:00am - 6:00pm
Certificate in Introduction to ESG Advisory
1 Day
9:00am - 6:00pm
Certificate in Long-Term Investing
1 Day
9:00am - 5:00pm
Certificate in Introduction to Climate Change and Decarbonisation Strategies
11, 14, 15, 16, 17, 18, 21 & 22 Oct
8 Days
9:00am - 5:00pm
Advanced Certificate in Trust Services
2 Days
9:00am - 6:00pm
Priority & Retail Banking Certified Adviser (PRCA) Level 3 – Growing Your Business
2 Days
9:00am - 6:00pm
Session is full
Certificate in Philanthropy and Social Impact
Seeking Asia’s Social Unicorns
Wealth Management Institute One Marina Boulevard #16-01, SingaporeSpeaker
23 - 25 Oct (Class), 28 Oct (Assessment)
4 Days
9:00am - 5:00pm
Certificate for Family Office Advisors – Foundation
3 Days
9:00am - 6:00pm
Advanced Certificate in Philanthropy and Social Impact
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Legacy and Impact for the Family
2 Days
9:00am - 4:00pm (Day 1), 9:00am - 12:00pm (Day 2)
Certificate in International Tax Considerations for Families of Wealth
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Family Office Investments
2.5
9:00am - 5:00pm (Day 1 & 2)
9:00am - 12:00pm (Day 3)
Certificate in Multi-Asset Investing
1 Day
9:00am - 5:00pm
Certificate for Family Office Practitioner – Succession and Wealth Transfer
1 day
9:00am - 6:00pm
Certificate in Digital Assets Investment Strategies and Risks
Family Office Discovery Series – Insights from the Inside: Managing a Family Office and Foundation in Singapore
Singapore continues to strengthen its position as a leading hub for family offices, offering the infrastructure, ecosystem, and policy support needed to scale regionally and align capital with long-term purpose.… Continue reading Family Office Discovery Series – Insights from the Inside: Managing a Family Office and Foundation in Singapore
BC Tan
Managing Director & Head of SE Asia Investigations, Diligence & Compliance,
Kroll
BC Tan is Managing Director and Head of Southeast Asia for the Investigations, Diligence and Compliance practice at Kroll, based in Singapore. With over 18 years of global risk and compliance experience, he specialises in leveraging technology and data science to address AML, CFT, TBML, sanctions, and transnational crime risks. A member of the International Compliance Association and the Global Coalition to Fight Financial Crime, BC regularly speaks at industry forums and advises governments on financial crime, sanctions, maritime security, and organised crime.
Andrew Chow
Head, Vulnerable Consumer Unit I Legal Counsel,
FIDReC