Jun 11 June 11, 2024 - June 12, 2024 Compliance Module – Handling Serious Compliance Incidents & Performance Management
Jun 24 June 24, 2024 - June 25, 2024 Advanced Diploma in Wealth Management – Advanced Wealth Planning, Family Office and Business Succession
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
Sep 24 September 24, 2024 - September 30, 2024 Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Client Advisory (Sales Strategy)
Sep 25 September 25, 2024 - September 30, 2024 Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Wealth Advisory (Client Investment Suitability and Product Solutions)
Sep 26 September 26, 2024 - September 27, 2024 Compliance Module – Compliance Strategy, Policy and Advice
Oct 1 October 1, 2024 - October 2, 2024 Certificate for Family Office Practitioner – Family Office Management and Operations
Oct 10 All day Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Wealth Advisory (Financial and Investment Planning)
Oct 11 All day Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Client Advisory (Relationship Management)
Oct 11 All day Certified Private Banker (CPB) Level 2 – Certificate in Introduction to Climate Change and Decarbonisation Strategies
Oct 11 All day Certified Private Banker (CPB) Level 1 – Certificate in Introduction to Climate Change and Decarbonisation Strategies
Oct 21 October 21, 2024 - October 22, 2024 Priority & Retail Banking Certified Adviser (PRCA) Level 3 – Growing Your Business
Oct 29 October 29, 2024 - October 30, 2024 Certificate in International Tax Considerations for Families of Wealth
Jul 1 5:00 pm - 7:00 pm Event Series Purpose-Driven Philanthropy: Tools and Innovations for Lasting Impact
