Charity
WEALTH MANAGEMENT INSTITUTE LIMITED
About
What does WEALTH MANAGEMENT INSTITUTE LIMITED do?
The Wealth Management Institute Limited is dedicated to advancing knowledge and capabilities in wealth management, asset management, and related financial services disciplines through education, research, and consultancy services. Their mission is to create sustainable value at individual, institutional, and national levels by engaging in teaching, continuing education, R&D, knowledge exchange, training, retraining, and the dissemination of educational materials and research findings.
Founded
2020
People
foo mee har, jacqueline loh wai yin, lim chow kiat, png chin yee, koh kian chew, sung cheng chih, lee yuan siong, soh shin yann susan, neo boon siong, deborah tan yang sock
Causes
EducationNo PovertyHealth & WellnessHighlights
- Donations are tax-deductible
- Registered Charity
- Established since 2020
- Published yearly Annual Reports
- Audited Financial Statements
Society Impact
- Improved financial literacy: By providing education and training, the institute can help increase public understanding of wealth management and related disciplines, leading to more informed decision-making by individuals and institutions.
- Enhanced professional skills: The institute's focus on continuing education and retraining can ensure that professionals in financial services have up-to-date knowledge and expertise, contributing to the overall quality of service provided to clients.
- Innovation and best practices: Through research and development activities, the institute can identify new trends and best practices in wealth management, which can be disseminated among professionals and institutions, leading to improved industry standards.
- Economic growth: By advancing knowledge and capabilities in financial services, the institute can contribute to economic growth by enhancing
Financials
Donation Income
What are the donations used for?
- Improved financial literacy: By providing education and training, the institute can help increase public understanding of wealth management and related disciplines, leading to more informed decision-making by individuals and institutions.
- Enhanced professional skills: The institute's focus on continuing education and retraining can ensure that professionals in financial services have up-to-date knowledge and expertise, contributing to the overall quality of service provided to clients.
- Innovation and best practices: Through research and development activities, the institute can identify new trends and best practices in wealth management, which can be disseminated among professionals and institutions, leading to improved industry standards.
- Economic growth: By advancing knowledge and capabilities in financial services, the institute can contribute to economic growth by enhancing
Financial Information
Source: Charity PortalCharities and IPCs are required to prepare the financial statements in accordance to the Charities (Accounts and Annual Report) Regulations and the Charities (Institutions of A Public Character) Regulations, where applicable. The financial statement is available online for latest 3 financial years.
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People
At Wealth Management Institute Limited, individuals are dedicated to advancing knowledge and capabilities in wealth management, asset management, and related financial services disciplines through education, research, consultancy services, teaching, continuing education, R&D, knowledge exchange, training, retraining, and the dissemination of educational materials and research findings.
foo mee har
jacqueline loh wai yin
lim chow kiat
png chin yee
koh kian chew
sung cheng chih
lee yuan siong
soh shin yann susan
neo boon siong
deborah tan yang sock
News
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