About Us
Programmes
Master of Science in Asset & Wealth Management

Dalio Market Principles

Dalio Market Principles (DMP) Online Program

Dalio Market Principles (DMP) Executive Program

Dalio Market Principles (DMP) Family Office Program

Family Office

Certificate in Family Office Essentials

Certified Family Office Practitioner

Certified Family Office Advisor

Certificate for Family Office Advisors for Greater China Market

Certificate in Applied Sustainable Investing for Family Offices

Certificate in Investing In Innovation

Certificate in Long-Term Investing

Wealth Management

Advanced Diploma in Investment and Wealth Management

Advanced Diploma in Wealth Management

Certified Affluent Banker

Affluent & High-Net-Worth Client Management Series

Certified Affluent Wealth Adviser (CAWA)

Priority & Retail Certified Adviser (PRCA) Level 2

Priority & Retail Certified Adviser (PRCA) Level 3

Principles of Wealth Management (PWM)

Private Banking

Certified Private Banker (CPB) Level 1

Certified Private Banker (CPB) Level 2

Certified Private Banker (CPB) Level 3

Certified Service Adviser (CSA) Level 1

Definitive Series

Investing and Asset Management

Certificate in Multi-Asset Investing

Certificate in Introduction to Alternatives Investing

Certificate in Digital Assets Strategies, Risks & Regulations

Investment Accelerator Programme

Advanced Diploma in Asset Management

Environmental, Social, Governance (ESG)

Certificate in Introduction to ESG Advisory

Certificate in Introduction to Climate and Decarbonisation Strategies

Certificate in Foundations of Impact Investing

Trust Services

Certificate in Trust Services

Advanced Certificate in Trust Services

Certificate in International Tax Considerations for Families of Wealth

Online Learning

Ethics, Regulations & Compliance (Online)

Certified Private Banker (CPB) – Ethical Conduct

Certificate in Fundamentals of Investments

Philanthropy

CHIEF – The Changemaker Impact Endeavour Fellowship

Certified Impact Philanthropy Professional Programme

Certificate in Philanthropy and Social Impact for Greater China Markets

Advanced Diploma in Finance and Markets

Custom Solutions

Compliance, Risk & Governance

Advanced Diploma in Compliance Risk Management

Graduate Diploma in Compliance in Financial Services

Advanced Diploma in Financial Crime Compliance and Compliance Analytics

Advanced Diploma in Regulatory Compliance and Compliance Analytics

Certified Compliance Officer

Certified Compliance Officer Advanced

Family Office Risk Management and Controls

ESG Risk Management and Controls

Compliance Change Transformation

Gen AI for AML Risk Management

Wholesale Banking & Capital Markets Regulation

Retail Banking and Fintech Regulation

Fraud, Scams and Cyber-enabled Financial Crime

Sanctions, Trade-based Money Laundering Risks and Controls

Compliance in Asset Management and Financial Advisory Services

Compliance in Private Banking and Wealth Management
Insights
- Thought Leadership
- Perspectives
GFO Circle
Asia Centre for Changemakers
Media & Events
Contact Us

Published Year: 2022

From Business Families to Complex Family Wealth Systems: Perspectives and Practices

Read More

The Fundamental Challenge For Family Offices Impact And Owner’s Identity

Read More

Archives

Past Events
Upcoming Events
GFO Circle Events
IPP Events

Past Events
Upcoming Events
GFO Circle Events
IPP Events

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.

About Us

Board & Board Committees

Programmes

Wealth Management

Investing & Asset Management

Private Banking

Compliance Risk Management

Online Learning

Custom Solutions

Insights

Thought Leadership

GFO Circle

Media

Quick Links

SSG Disclosure Requirements

Funds, Grants and T&Cs

Dispute Resolution Policy

Whistle-Blowing Policy

Career Opportunities

Student Portal (WMI Limited)

Student Portal (WMI International)

Student Contract

WMI Learner Handbook

Connect With Us

Linkedin-in Facebook-f Instagram Tiktok

edutrustlogo-01

Copyright © 2025
Wealth Management Institute

Content Download Form

About Us
Programmes
Insights
- Thought Leadership
- Perspectives
GFO Circle
Asia Centre for Changemakers
Media and Events
Contact Us