Custom Solutions

Programme Overview

Our programmes are designed to provide learners with the required competencies to succeed in their roles. To meet specific learning needs, we may adapt our existing programmes or develop a new learning solution. WMI adopts a collaborative learning approach when partnering with financial institutions to design programmes that match both business and learning needs.

 

Financial institutions that prefer greater oversight on their employees’ learning needs may work with our team to plan a clear learning pathway and deliver our programmes through their preferred venue and schedule. A minimum class size and number of sessions is required for this in-house delivery.

Modules

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Who Should Attend

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Note:

Schedule

In response to the ongoing COVID-19 pandemic, our Open run programmes will be conducted virtually. We will re-assess this as we monitor the situation and participants’ preferences.

Modules

Testimonials

Testimonials

Upcoming Dates

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From Aspiration to Achievement: Felicia Tan’s Journey with the MAWM Programme

The Evolving Role of Wealth Advisers: Insights from Cho Peng

How Family Offices can Stay Ahead of Trends Affecting Tax Considerations

An Insider View on the Top Operational Challenges of Family Offices

Key Trends to Monitor in Building Multi-Asset Strategies

Expert Advice on Building an Effective Multi-Asset Portfolio

A CCO’s Guide to Compliance in Chaos

A Comprehensive Guide to Navigating the Complexities of Modern Family Offices

A Quick Guide on Investing in Innovative Companies, according to an expert from Temasek

Key Attributes of a Future-Ready Compliance Officer: Perspectives from a Leading General Counsel

From Singapore to Luxembourg – A Masterclass in Career Transformation

5 Tips to Establish Your Family Office’s Key Priorities in Investments

4 Wealth Planning Tools and Solutions Used by the UHNW Segment

Unlocking Success with Next-Gen Family Offices

Top Misconceptions When Working with Family Offices from Greater China

Key Considerations in Digital Assets Investing and Mitigating Its Risks

How a Compliance Specialist Transitioned from Learning to Taking on High-Stakes Projects

5 Ways to Propel Your Compliance Career in Singapore

Navigating Evolving Client Needs in Trust Services in 2023 and Beyond

A Beginner’s Guide to ESG Investing

Kickstarting Conversations Around Philanthropy for Singapore-Based Family Offices

How to Gain an Edge in Your Investment Management Career

Insider Tips on Cultivating a Culture of Learning in Financial Institutions

Proven Methods to Become a Trusted Advisor to Private Banking Clients

Key Principles to Building a Resilient Portfolio in 2024

4 Ways to Stand out as a Fresh Graduate in Singapore in the Investment Industry

Financial Crimes Compliance – Old Chestnuts, New and Innovative Approaches

Investing Today with Tomorrow in Mind – ESG Investing for Family Offices

Artificial Intelligence and Machine Learning for Combatting Money laundering

Global Giving, Asian Innovation

Becoming a Successful Family Office Advisor – An Insider View

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