WMI

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
2023-05-01 17:00 - 2023-05-11 18:00, 2023-05-11 17:00 - 18:00 (Asia/Singapore)
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session.

Register your interest here.

Finding the Right PE/VC Strategy for Your Family Office
2023-05-03
Attracted by opportunities in disruptive technologies and innovative business models, many family offices are deploying capital into private market investments and start-ups. However, building a successful PE/VC portfolio is not straightforward.

Our event featured leading family offices and venture capital firms who shared with attendees the advantages and pitfalls of different ways to get PE/VC exposure (e.g. investing through funds versus direct investment), what to look out for when picking fund managers and why founders may like to partner with family offices.

Speaker(s):

Mr David Gowdey
Mr Darren Teo
Mr Edoardo Collevecchio
Mr Yeung Chia Li

Online Info Sessions – Certified Compliance Officer
2023-05-17 17:00 - 18:00, 2023-05-31 17:00 - 18:00, 2023-06-28 17:00 - 18:00, 2023-08-02 17:00 - 18:00, 2023-08-16 17:00 - 18:00, 2023-08-23 17:00 - 18:00, 2023-08-30 17:00 - 18:00
Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session.

Register your interest here.

WMI Expert Series: Financial Services Compliance Trends, Risks & Opportunities
2023-05-26 18:30 - 19:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
The financial sector is dynamic and has grown in size and complexity. The rate of regulatory change is increasing with new business models powered by data and technology, and also to address financial crises and wrongdoings. Navigating the regulatory landscape successfully can make the difference between continued business and customers preserving trust and reputation, and regulatory fines, penalties, impact to compensation, suspension of business or losing one’s licence.

Compliance professionals are in demand to advise on and navigate this landscape and traditional compliance roles are evolving to provide higher value to organisations.

You are cordially invited to join this Expert Series which will cover the changing regulatory landscape, trends and risks in financial services, the role of the Compliance professional, the range of job families available and the skillsets required. It is a great opportunity for interested individuals to explore the wide range of roles in Compliance in the financial services industry.

Secure your spot at this exclusive event and take the first step towards advancing your career in the compliance industry. Register here to attend via Zoom or here to attend in person.

Online Info Sessions – Compliance Diplomas & Certified Compliance Officer Advanced Programmes For June 2023
2023-06-01 17:00 - 18:00, 2023-06-22 17:00 - 18:00
Date:

1 Jun 2023, Thursday
22 Jun 2023, Thursday

Time: 5.00 PM to 6.00 PM (GMT +8)
Get a chance to speak with our team in an online information session to learn more about WMI’s Compliance Diplomas and Certified Compliance Officer Advanced programmes. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session.
Register your interest here.

Impact Philanthropy Partnership Forum 2023
2023-06-09 08:30 - 12:15 | Big Picture Theatre, Capital Tower, 168 Robinson Road, #09-03, 068912, Singapore
How can philanthropy and impact capital play a catalytic role in solving some of society’s most pressing challenges, such as the climate crisis?

Attendees heard from our panel of experts on how philanthropists can play a decisive role in creating transformative change and from pioneering family principals and thought leaders in the impact space on how to make a real and measurable difference.

Speaker(s):

Ms Gillian Tan
Dr Christopher Elias
Ms Dawn Chan
and more

Online Info Sessions – Certified Compliance Officer For June 2023
2023-06-14 17:00 - 18:00, 2023-07-28 17:00 - 18:00
Dates:

14 Jun 2023, Wednesday
28 Jun 2023, Wednesday

Time: 5.00 PM to 6.00 PM (GMT +8)
Get a chance to speak with our team in an online information session to learn more about WMI’s Certified Compliance Officer programme. We are happy to offer an overview of the programme and any enquiries you may have about WMI in this one-hour virtual session.
Register your interest here.

Certified Private Banker (CPB) Level 2 - Digital Wealth Management
2023-07-25

Certified Private Banker (CPB) Level 3 - Leading Business
2023-07-27 - 2023-07-28

Advanced Diploma in Asset Management - Data Tools and Platforms
2023-08-03 - 2023-08-04

Online Info Session – Compliance Diplomas & Certified Compliance Officer Advanced Programmes
2023-08-03 08:00 - 17:00, 2023-08-10 17:00 - 18:00, 2023-08-17 17:00 - 18:00, 2023-08-24 17:00 - 18:00, 2023-08-31 17:00 - 18:00

Advanced Diploma in Asset Management - Investment Technology in Action
2023-08-10 - 2023-08-11

Compliance Module - Private Client Compliance Lifecycle and External Asset Managers
2023-08-14 - 2023-08-15

WMI-SFA Masterclass - Harnessing Regtech for Compliance
2023-08-17 17:00 - 19:00 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
As the financial industry evolves rapidly, Regtech is disrupting the regulatory landscape. Marrying technology solutions with compliance domain knowledge can enhance, optimise and transform compliance risk management providing a competitive edge in a sea of regulatory change and financial innovation.

The Regtech landscape and comprehending capabilities of new technologies can be intimidating. We invite you to join us for a session mapping the Regtech universe and landscape today, and how technologies harnessing AI, data analytics and machine elearning can address evergreen as well as emerging Compliance risks and challenges.

Effective use of Regtech can transform risk management, add value and demonstrate proactive governance, automate complex and tedious processes, detect and reduce risk of non compliance, and improve overall risk management for financial players, both the industry and supervisors.

Register now to secure your spot at this exclusive event!

Advanced Diploma in Asset Management - Alternatives Primer
2023-08-23 - 2023-08-25

Certified Private Banker (CPB) Level 1 - Market Specialisation (China)
2023-08-24

Certified Private Banker (CPB) Level 2 - Regulatory Compliance & Client Onboarding
2023-09-01 - 2023-11-30
