Jun 27 June 27, 2024 - June 28, 2024 Compliance Module – Compliance Monitoring, Surveillance and Controls
Jul 8 July 8, 2024 - July 10, 2024 Advanced Diploma in Wealth Management – Client Relationship Management
Jul 16 5:30 pm - 7:00 pm Event Series Strategic Governance and Investment Insights for Family Offices
Jul 29 July 29, 2024 - July 30, 2024 Compliance Module – Compliance in Private Banking and Wealth Management
Aug 15 4:30 pm - 6:30 pm Event Series Family Office Investments: AI & Climate Tech investment opportunities
Aug 19 August 19, 2024 - August 21, 2024 Certificate for Family Office Advisors for Greater China Markets
Aug 23 August 23, 2024 - August 27, 2024 Certificate for Family Office Advisors for Greater China Markets
Aug 26 All day Certified Service Adviser (CSA) Level 1 – Successful Account, Client and Stakeholder Management
