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Wealth Management Institute

Wealth Management Institute (WMI), now into its eighth year, continues to be the lead provider for financial training and education in the region. Its programmes provide an integrated and holistic training pathway for wealth management and trust professionals. Over 2,000 professionals have been trained through its four programmes, which are accredited by Singapore’s Institute of Banking and Finance (IBF).

Its flagship programme, the Master of Science in Wealth Management, has produced more than 300 graduates from 20 countries – among them 47 regulators from six Asian countries who were sponsored under the Temasek Regional Regulators Scholarship Programme. In 2010, a new module from the Yale School of Management was added to the existing Swiss Finance Institute module to expand the programme offering. This provided participants the opportunity to learn from leading professionals across Asia, Europe and the USA.

In addition, WMI offered an integrated trust services training pathway through its Certificate in Trust Services and the Advanced Certificate in Trust Services.

WMI organised talks and conferences to provide continuous education for its alumni and industry partners, including the “Private Wealth Management: Successful Strategies for Asia and Beyond” in September 2010 (in partnership with CFA Institute and IBF), which was attended by about 250 delegates.

Over 2,000
 Professionals trained under Wealth Management Institute programmes