WMI

Certified Private Banker (CPB) Level 2 - Introduction to ESG Advisory
2024-03-21

Certified Private Banker (CPB) Level 1 - Investment Advisory
2024-03-26

Compliance Module - Financial Crime Regulation
2024-04-03 - 2024-04-04

Certified Private Banker (CPB) Level 1 - Wealth Planning
2024-04-05

Investment Accelerator Programme (IAP) Info Session
2024-04-11 11:30 - 12:30 (Asia/Singapore)
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 asset management, enhancing participants’ prospects for careers in finance.

Key features of the programme:

1. Investment Accelerator Programme (IAP): IAP consists of 4 modules of 5 hours of self-paced eLearning (total 20 hours) to provide learners with an understanding of the investment management landscape, the impact of global macro cycles on investment performance, financial statements from an investor’s lens, and building an investment portfolio for the long-term.

2. Industry-recognised Credentials: The curriculum was developed in close collaboration with a team of industry experts in asset and wealth management and mapped to the Skills Framework for Financial Services (SFwFS) jointly developed by MAS, IBF, SkillsFuture Singapore, Workforce Singapore and industry. The CFI is accredited by IBF under the SFwFS.

3. Industry Networking and Career Talks with Leading Financial Institutions: Participants of IAP will be invited to networking events which WMI will conduct in collaboration with leading financial institutions to expose students to attractive career opportunities in the sector.

4. Career Advisory Services with The Institute of Banking and Finance: Graduates from the IAP may tap on career advisory services by The Institute of Banking and Finance.

5. IBF Standards Training Scheme (IBF-STS): Singaporeans and Permanent Residents (below 40 years old), and physically based in Singapore will enjoy funding subsidy of 50% upon successful completion of the programme.

6. WMI Concessionary Rates and Study Awards: To make IAP accessible to the university students and recent graduates, a concessionary course fee of $1,199 (including GST) will be applicable instead of the standard fee of $2,616. In addition, students with a cumulative GPA of at least 3.0 and above (on track for honours or equivalent) will qualify for WMI Study Award of $450 upon successful completion. Together with IBF funding support and WMI Study Award, the nett fee payable by your students will be only $199.

Get ready to embark on an exciting finance and investment management career! Fill out the form below to register for the virtual information session on 11 April 2024 (you will receive the zoom link via email).

Advanced Diploma in Wealth Management - Investment Advisory
2024-04-18 - 2024-04-19

Certificate in Digital Assets Strategies, Risks & Regulations
2024-04-23 - 2024-04-24

Advanced Diploma in Wealth Management - Investment Product Strategies
2024-04-25 - 2024-04-26

Certified Private Banker (CPB) Level 2 - Investment Advisory
2024-04-29 - 2024-04-30

Advanced Diploma in Wealth Management - Ethics, Regulatory Compliance & Client Onboarding
2024-05-01 - 2024-05-20

Digital Assets - Regulatory & Compliance
2024-05-08

Certified Private Banker (CPB) Level 1 - Client Relationship Management
2024-05-08 - 2024-05-13

Certified Private Banker (CPB) Level 2 - Product Strategies
2024-05-15

Certified Private Banker (CPB) Level 2 - Certificate in Multi-Asset Investing
2024-05-15 - 2024-05-17

Compliance Module - Compliance/Regtech and Project Management
2024-05-23 - 2024-05-24

Advanced Diploma in Wealth Management - Data Science and Fintech I
2024-05-27 - 2024-05-28

Compliance Module - Handling Serious Compliance Incidents & Performance Management
2024-06-11 - 2024-06-12

Certified Private Banker (CPB) Level 1 - Digital Wealth Management
2024-06-20

Impact Investment in Asia Unveiling True Change Makers
2024-06-21
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 on June 21, will bring together more than 40 professionals, investors, high-net-worth individuals, and entrepreneurs to explore effective impact investing strategies in depth. The event will offer a valuable practical lesson—not only with expert sharing and case analysis, but also through a true-or-false impact investing pitch session with participation from all attendees and expert commentary.

“Impact Investing in Asia: Discovering the Real Innovators” is part of an international impact investing forum series jointly organized by Caixin International and the Ford Foundation. It is co-hosted with the GFO Circle under the Wealth Management Institute (WMI). This high-level, closed-door roundtable aims to provide participants with actionable investment strategies, access to Asian experts in the field of impact investing, and institutional partners for the journey of impact investing.

Stay tuned for more updates on this forum.

Get in touch with our GFO Circle Team for event enquiries

Advanced Diploma in Wealth Management - Advanced Wealth Planning, Family Office and Business Succession
2024-06-24 - 2024-06-25

Compliance Module - Compliance Monitoring, Surveillance and Controls
2024-06-27 - 2024-06-28

Certificate in Trust Services
2024-07-02 - 2024-07-11

Advanced Diploma in Wealth Management - Client Relationship Management
2024-07-08 - 2024-07-10

Compliance Module - Compliance Data Analytics
2024-07-08 - 2024-07-13

Strategic Governance and Investment Insights for Family Offices
2024-07-16 17:30 - 19:00
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 Morgan Global Family Office Survey Report 2024 on key topics including governance and decision making, investment management, succession planning and family office operations.

The evening will feature global industry experts from J.P. Morgan Private Bank, one of the Corporate Members of the GFO Circle.

Hear from Elisa Shevlin Rizzo, Managing Director, Head of Family Office Advisory, US & Antoine des Noyers, Executive Director, Southeast Asia Head of Alternative Investments, Singapore in an interactive discussion moderated by Brian San, Executive Director, Programmes and Strategic Development, WMI. They will address a critical need identified across global families – family governance and succession planning and share real-world examples and best practices that have worked well for US families. We will delve and consider strategies across global families to prepare the rising generation amidst the challenges and the opportunities identified in the Report. In addition, we will also examine one of the top takeaways from the Report – 45% average allocation to alternatives and discuss how large institutions & pension funds approach alternatives – how that differs from the approaches from family offices, and deep-dive into the due diligence and manager selection, amongst others.

This session will be especially helpful for any of our members who want to learn about relevant good practices the US and globally and how they may be relevant and tailored towards family offices in Asia.

Get in touch with our GFO Circle Team for event enquiries

Compliance Module - Compliance in Private Banking and Wealth Management
2024-07-29 - 2024-07-30

Certified Private Banker (CPB) Level 3 - Managing Business Performance
2024-08-02

Advanced Diploma in Wealth Management - Cross Banking
2024-08-12 - 2024-08-14

Family Office Investments: AI & Climate Tech investment opportunities
2024-08-15 16:30 - 18:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
Embark 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 #1: Venturing into VC: Best Practices for Family Offices
VC firms continuously discover and nurture groundbreaking technologies with high-growth potential, unlocking long-term value for investors. Yet, VC remains a relatively new asset class for many family offices. In this session, panelists will:
– Examine considerations and challenges for family offices starting to build their VC portfolio
– Explore why the VC asset class remains attractive in the current market environment
– Discuss why portfolio value creation efforts by VCs are important to drive fund returns

Panel #2: Amplifying Opportunity: Artificial Intelligence
Technology is evolving at an unprecedented pace, with each innovation reshaping the way we work and live. The rapid acceleration of AI has led to an influx of VC investment, which is likely to continue in the coming months and years. In this session, panelists will discuss:
– Where are the biggest AI-driven opportunities globally and in Asia?
– Which areas within AI are more investible?
– How can family offices obtain exposure to opportunities in AI?

Drinks Reception & Networking

Lineup of speakers:
Raj Ganguly, Co-Founder & Co-CEO of B-Capital
Angela Huang, Managing Director, EE Capital
Lesan Tsai, Managing Director & Head of Private Investments, Kiri Capital

Get in touch with our GFO Circle Team for event enquiries

Certificate for Family Office Advisors for Greater China Markets
2024-08-19 - 2024-08-21
