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AIWM Professional Excellence
About the Event
Our bi-annual education workshops, AIWM Professional Excellence, are returning for the 5th year!
Since 2019, AIWM Professional Excellence has aimed to uphold our esteemed tradition of empowering our members through education and training, thereby raising industry standards. This half-day event will delve into key themes, including the exploration of the future of wealth management, investment strategies involving private credit and real estate, the facilitation of impactful philanthropy and legacy planning through donor-advised funds, risk management, regulatory expectations, tax-efficient wealth planning tools, and acquiring knowledge about business wealth transition solutions.
AIWM Professional Excellence is wholly dedicated to providing a platform for our members in the EAM sector to convene, engage in insightful discussions, nurture both new and existing relationships in person, and forge meaningful connections.
Important Notes:
1) Certificates of Attendance (COA) are issued based on attendance records.
2) A SGD150.00 no-show penalty fee per person is applicable for this event.
3) By registering for this event, you agree and consent to AIWM’s Privacy Policy.