Post by Wealth Management Institute (WMI)
24,628 followers
Trust services are becoming more complex — and so are clients' expectations. For professionals advising high-net-worth individuals, families, and family offices, staying ahead requires more than technical knowledge. It demands a deeper understanding of trust structures, governance, risk management, administration, and wealth planning applications. The Advanced Certificate in Trust Services is designed for experienced practitioners looking to strengthen their expertise and advisory capabilities in the private wealth space. Join us from 8–10 July and 21–24 July 2026 for an immersive learning experience led by industry practitioners and subject matter experts. Participants will earn: ✔ 47 IBF-STS CPD Hours (including 10 Core Hours) ✔ 39 SILE Public CPD Points (including 8.5 MEC Points) Whether you are a trust professional, private banker, wealth adviser, lawyer, accountant, or family office practitioner, this programme offers practical insights to navigate today's evolving trust and fiduciary landscape with greater confidence. Learn more and register by 30 June to secure your spot: https://lnkd.in/gbK_agu3 #TrustServices #PrivateWealth #TrustProfessionals #FamilyOffice #WealthManagement #LegalProfessionals #ProfessionalDevelopment #IBFSTS #SILECPD #WMI