WMI

Certified Private Banker (CPB) Level 1 - Ethical Conduct (Online)
2024-03-01 - 2024-03-30

Certified Private Banker (CPB) Level 2 - Ethical Conduct
2024-03-01 - 2024-03-30

Dalio Market Principles Program - Certificate in Economic Principles
2024-03-11 - 2024-03-12

Dalio Market Principles Program
2024-03-11 - 2024-03-15

Dalio Market Principles Program - Certificate in Investment Principles
2024-03-13 - 2024-03-15

Family Office Risk Management and Controls
2024-03-15

Family Office Investment Discovery – Public Markets
2024-03-19 17:00 - 19:00 (Asia/Singapore)
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 governance and management.

The Family Office Discovery Series is proudly developed and organised by WMI, with the support of the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS). WMI is also the host of the Global-Asia Family Office Circle (GFO Circle), a family office network platform.

Upcoming Session: Family Office Investment Discovery – Public Markets
Join us for an exclusive event designed to bring together family offices and domain experts to provide an overview of the investment landscape in Singapore.

This upcoming session will focus on public market investment opportunities in Singapore, offering unique insights into opportunities within the dynamic environment of the public securities and derivatives markets. Speakers will include leaders from SGX as well as leading family offices in Singapore who will share their experience and perspectives on the role of Singapore public market investments in their portfolio.

Get in touch with our GFO Circle Team for event enquiries

Certified Private Banker (CPB) Level 1 - Introduction to ESG Advisory
2024-03-21

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
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
