Events
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
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
