EDUCATION
AFA(S) x WMI
Exclusive WMI Training For AFA(S) Members
AFA(S) has partnered with Wealth Management Institute (WMI) to bring our members access to specialised, industry-recognised training. Through this partnership, AFA(S) members enjoy a 5% discount on selected WMI courses, helping you build deeper expertise while managing your professional development costs.
UP TO 70% IBF FUNDING FOR SINGAPOREANS & PRs
AFA(S) MEMBERS ENJOY 5% SAVINGS ON PUBLIC COURSE FEES
2026 COURSE DATES
AVAILABLE
SERIES 01
Affluent Client Advisory Series
Develop the expertise to engage, advise, and grow affluent and High-Net-Worth client relationships.
This curated series equips wealth professionals with skills in client relationship management, financial planning, and advisory-led sales strategies, while addressing trends such as digital wealth management, cross-border advisory, and regional HNW markets.
SERIES 02
Investments Series
Build future-ready investment expertise across traditional and emerging asset classes.
Strengthens advisory capabilities through programmes in portfolio construction, multi-asset investing, advanced advisory strategies, and digital assets — including the Dalio Market Principles Online programme, developed in partnership with Ray Dalio.
SERIES 03
Wealth Planning, Business Succession & Family Office Series
Deliver future-ready wealth strategies for complex, multi-generational client needs.
Equips wealth professionals with expertise in wealth and legacy planning, cross-border advisory, philanthropic strategy, and family office advisory for affluent and Ultra-High-Net-Worth clients.
For AFA(S) Members
Ready To Register?
Log in to your AFA(S) Membership Portal to register for the courses
Please note: You must be logged in to register and enjoy preferential member rates. For enquiries, please email secretariat@afas.org.sg.