Wealth Management Institute

Programmes - Knowledge is wealth.

WMI offers a variety of programmes targeted for different career levels to meet your individual and corporate training needs.

Relationship Managers and Investment Advisors

WMI CACS Training*

Prepare for IBF's mandatory CACS with preparatory courses that will help you develop the broad-based skills needed to provide financial advice to high net worth individuals.

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WMI Certificate in Private Banking*

Immerse yourself in a comprehensive induction to the private banking business – and acquire the essential skills and industry recognition needed to become trusted advisors.

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WMI Advanced Wealth Management Programme*

Strive towards the pinnacle of professional competence with a practical, structured programme that provides maximum learning flexibility and access to renowned practitioners.

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Master of Science in Wealth Management

Deepen your knowledge and expertise with a unique master’s programme developed in close collaboration with the Singapore Management University, Swiss Finance Institute and Yale School of Management.

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Trust Professionals

WMI Certificate in Trust Services*

Gain a broad understanding of Singapore’s trust industry, the regulations and fundamental skills essential in trust administration and estate planning.

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WMI Advanced Certificate in Trust Services*

Heighten your exposure to and application of best practices, techniques and strategies needed to help high net worth clients achieve their long-term succession and wealth preservation objectives.

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Executive Education

Continuing Professional Development

Discover new opportunities to upgrade your skills and attain accreditation – or collaborate with us to develop a programme that’s just right for your organisation.

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*FICS accredited. Up to 70% FSDF funding available.