Events
2, 3, 4, 5, 10 & 11 Jul
6 Days
9:00am - 6:00pm
Certificate in Trust Services
2.5 days
9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)
Advanced Diploma in Wealth Management – Client Relationship Management
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… Continue reading Strategic Governance and Investment Insights for Family Offices
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Managing Business Performance
3 days
9:00am - 6:00pm (Day 1 & 2)
9:00am - 3:00pm (Day 3)
Advanced Diploma in Wealth Management – Cross Banking
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… Continue reading Family Office Investments: AI & Climate Tech investment opportunities
3 Days
9:00am - 5:00pm
Certificate for Family Office Advisors for Greater China Markets
23, 26 & 27 Aug
3 Days
9:00am - 5:00pm
Certificate for Family Office Advisors for Greater China Markets
Uncovering Opportunities for High Impact
Wealth Management Institute One Marina Boulevard #16-01, SingaporeThe Family Office Discovery Series is an initiative by WMI to help family offices better navigate Singapore’s dynamic ecosystem. This Series enables family offices to connect with like-minded peers within… Continue reading Uncovering Opportunities for High Impact
2 - 6 Sep (class), 12 Sep (assessment)
6 Days
9:00am - 5:00pm
Certificate for Family Office Advisors – Advanced
1 Day
9:00am - 6:00pm
Certified Private Banker (CPB) Level 3 – Managing Change
1 Day
9:00am - 5:00pm
Certificate in Environment and Social Governance for Family Offices (Intake 3)
1 Day
9:00am - 5:00pm
Family Office Risk Management & Controls
24 Sep (Course), 30 Sep (Role-Play Assessment)
2 Days
Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Client Advisory (Sales Strategy)
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
