2 days
9:00am - 6:00pm
25 events found.
Events
Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
This IPP Roundtable session will feature Dilafruz Khonikboyeva, Inaugural Executive Director of the Home Planet Fund (Patagonia). Patagonia made headlines in 2022 when founder Yvon Chouinard announced that he… Continue reading Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
Family Offices and Global Impact Opportunities with the World Bank
In the current investment environment, where the fusion of financial strategies andEnvironmental, Social, and Governance (ESG) investments have become imperatives for driving sustainable growth, the Wealth Management Institute (WMI) is… Continue reading Family Offices and Global Impact Opportunities with the World Bank
2 Days
9:00am - 6:00pm
Dalio Market Principles Program – Certificate in Economic Principles
5 Days
9:00am - 6:00pm
Dalio Market Principles Program
3 Days
9:00am - 6:00pm
Dalio Market Principles Program – Certificate in Investment Principles
1 Day
9:00am - 5:00pm
Family Office Risk Management and Controls
Family Office Investment Discovery – Public Markets
About the Family Office Discovery Series The Family Office Discovery Series aims to help family offices better navigate Singapore’s dynamic ecosystem. The Series provides a systematic introduction to various parts… Continue reading Family Office Investment Discovery – Public Markets
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 1 – Introduction to ESG Advisory
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Introduction to ESG Advisory
1 Day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Investment Advisory
1 day
9:00am - 5:00pm
Certified Private Banker (CPB) Level 1 – Wealth Planning
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… Continue reading Investment Accelerator Programme (IAP) Info Session
1.5 days
9:00am - 6:00pm (Day 1)
9:00am - 1:00pm (Day 2)
Advanced Diploma in Wealth Management – Investment Advisory
2 Days
9:00am - 6:00pm
Certificate in Digital Assets Strategies, Risks & Regulations
2 days
9:00am - 6:00pm
Advanced Diploma in Wealth Management – Investment Product Strategies
1.5 Days
9:00am - 5:00pm (day 1)
9:00am - 1:00pm (day 2)
Certified Private Banker (CPB) Level 2 – Investment Advisory
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
0.5 day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 2 – Product Strategies
3 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Certificate in Multi-Asset Investing
2 days
9:00am - 6:00pm
Advanced Diploma in Wealth Management – Data Science and Fintech I
0.5 Day
1:00pm - 4:00pm
Certified Private Banker (CPB) Level 1 – Digital Wealth Management
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… Continue reading Impact Investment in Asia Unveiling True Change Makers
