Events
23, 26 & 27 Aug
3 Days
9:00am - 5:00pm
Certificate for Family Office Advisors for Greater China Markets
3 Days
9:00am - 5:00pm
Certificate for Family Office Advisors for Greater China Markets
Family Office Investments: AI & Climate Tech investment opportunities
Wealth Management Institute One Marina Boulevard #16-01, SingaporeEmbark on a venture into the world of AI and Climate Tech opportunities. Hear from leading family offices and VC firms at this session on transformative possibilities, where AI technologies redefine industries and reshape our future, and innovation meets sustainability, offering a roadmap for family offices seeking sustainable and impactful investment avenues. AGENDA Panel… Continue reading Family Office Investments: AI & Climate Tech investment opportunities
3 days
9:00am - 6:00pm (Day 1 & 2)
9:00am - 3:00pm (Day 3)
Advanced Diploma in Wealth Management – Cross Banking
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Managing Business Performance
Strategic Governance and Investment Insights for Family Offices
One of the strengths of the GFO Circle is the peer sharing and learning, based on the insights of our members. Join us for the next GFO Partners Circle Knowledge-Based Learning Series session, to explore the latest governance and investment strategies shaping family offices in the US.The fireside chat will explore insights from the JP… Continue reading Strategic Governance and Investment Insights for Family Offices
2.5 days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Advanced Diploma in Wealth Management – Client Relationship Management
2, 3, 4, 5, 10 & 11 Jul
6 Days
9:00am - 6:00pm
Certificate in Trust Services
Impact Investment in Asia Unveiling True Change Makers
Globally, impact investing is becoming a key force driving positive social change. How can we achieve profound social impact while ensuring investment returns? For entrepreneurs and investors interested in impact investing, how can they distinguish truly valuable projects in practice and avoid direct or indirect "greenwashing"? The Caixin Asia Roundtable, to be held in Singapore… Continue reading Impact Investment in Asia Unveiling True Change Makers
0.5 Day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 1 – Digital Wealth Management
2 days
9:00am - 6:00pm
Advanced Diploma in Wealth Management – Data Science and Fintech I
3 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Certificate in Multi-Asset Investing
0.5 day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 2 – Product Strategies
8 & 9 May (Course), 13 May (Role-Play Assessment)
3 Days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Certified Private Banker (CPB) Level 1 – Client Relationship Management
1.5 Days
9:00am - 5:00pm (day 1)
9:00am - 1:00pm (day 2)
Certified Private Banker (CPB) Level 2 – Investment Advisory
2 days
9:00am - 6:00pm
Advanced Diploma in Wealth Management – Investment Product Strategies
2 Days
9:00am - 6:00pm
Certificate in Digital Assets Strategies, Risks & Regulations
1.5 days
9:00am - 6:00pm (Day 1)
9:00am - 1:00pm (Day 2)
Advanced Diploma in Wealth Management – Investment Advisory
Investment Accelerator Programme (IAP) Info Session
Get a chance to speak with our team in an online information session to learn more about WMI’s Investment Accelerator Programme (IAP). We are happy to offer an overview of the programme and answer any enquiries you may have about IAP in this one-hour virtual session. The programme provides fundamental knowledge in investments and… Continue reading Investment Accelerator Programme (IAP) Info Session
1 day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Wealth Planning
1 Day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Investment Advisory
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Introduction to ESG Advisory
1 Day
9:00am - 6:00pm
