8 & 9 May (Course), 13 May (Role-Play Assessment)
3 Days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
25 events found.
Events
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
Certified Private Banker (CPB) Level 1 – Introduction to ESG Advisory
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 of the investment and social impact communities, while enabling family offices to connect with like-minded peers in common areas of interest such as family office… Continue reading Family Office Investment Discovery – Public Markets
1 Day
9:00am - 5:00pm
Family Office Risk Management and Controls
3 Days
9:00am - 6:00pm
Dalio Market Principles Program – Certificate in Investment Principles
5 Days
9:00am - 6:00pm
Dalio Market Principles Program
2 Days
9:00am - 6:00pm
Dalio Market Principles Program – Certificate in Economic Principles
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 delighted to host an illuminating session with Anshula Kant, the Managing Director and Chief Financial Officer of the World Bank. This session aims to highlight… Continue reading Family Offices and Global Impact Opportunities with the World Bank
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 was giving away his company, donating all his family's shares in Patagonia to a trust dedicated to climate action. As part of Patagonia’s philanthropic… Continue reading Transformative and Borderless Philanthropy with the Home Planet Fund (Patagonia)
2 days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Philanthropy and Social Impact
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Philanthropy and Social Impact
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Philanthropy and Social Impact
2 Days
9:00am - 6:00pm
Certified Private Banker (CPB) Level 2 – Philanthropy and Social Impact
IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground
Participants discussed the future of DAFs within Singapore and assessed opportunities, challenges, and innovations DAFs can offer in propelling Singapore’s vision to be Asia’s philanthropic hub. We invited experts and professionals who convened in a technical workshop setting and heard their views, insights and recommendations to co-create a vibrant and robust DAF ecosystem in Singapore,… Continue reading IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground
Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion
A generational shift is occurring in Asian family offices and family business, with the rise of a next generation of wealth owners, who are rethinking the concept of wealth ownership through the lens of tech, environmental awareness and positive social impact. This can sometimes bring about challenges across multiple generations and effective intergenerational communication plays… Continue reading Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion
