Top Wealth Planning Institute in Asia
Group E Academy, our industry-leading training institute for up-and-coming wealth planners and practitioners, is a wholly owned subsidiary under Group E Company Limited. The Academy has been built on a foundation of Group E’s extensive wealth planning expertise and background.
Since 2021, the Group E Academy has evolved into a top education platform in Asia, attracting high-performers across the region, from Mainland China, Hong Kong and Taiwan to Macau and Singapore. The Academy provides a broad range of certified courses tailored to those working in insurance, wealth planning and financial services, catering to different roles, competencies and goals.
Professional Partners
01
Executive Diploma in Wealth Management
This specialist diploma is a recognised certification by PAMA Institute and Hong Kong Management Association, and would qualify successful participants to become a Registered Trust Practitioner.
02
Succession Planning Tools for Overseas Assets
The short course will introduce various asset succession arrangements, from simple individual accounts to complex family trust structures, from onshore to offshore arrangements, and provide insight into the benefits and concerns of each arrangement.
03
ESG and Sustainable Development Foundation Course
This course will introduce the origins of the ESG and sustainable development concepts , how they have evolved and what different regulators are advocating today. It will also cover the impact and implications of ESG and sustainability on the wealth management and financial planning industry.
04
Bespoke Corporate Training
Group E Academy also offers tailored training programmes for companies looking to upskill and invest in their workforce.
Accelerate Your Career with Us
Group E Academy paves the way for success by providing you with a platform to learn, practice, challenge and enhance your industry knowledge and competencies. All programmes come with well-recognised accredited certification to ensure you have the opportunity to grow, both in your personal development and at the workplace.
Build your professional profile and demonstrate your newly acquired skills on LinkedIn.
50+ Leading Companies Worldwide
Group E Academy paves the way for success by providing you with a platform to learn, practice, challenge and enhance your industry knowledge and competencies. All programmes come with well-recognised accredited certification to ensure you have the opportunity to grow, both in your personal development
WHAT OUR PARTICIPANT SAY
By learning about different client cases and real-world conditions, I was able to gain a thorough understanding of the entire trust process. I feel more confident at work to consult with clients on matters of trust and wealth planning.
It is very encouraging when your company is willing to invest in your personal and professional growth through a specialised programme like this one.
I can’t wait to apply my learnings and experiences at the workplace. This course has helped me further build my expertise in wealth and trust planning, which will help me advance my career in this industry.
Acquire Knowledge in Family Trusts and Discover the Untapped Client Needs. Friends in finance/wealth management/insurance/ tax/ compliance and other fields are welcome to attend! ( Free) 90-Minute Family Trust Masterclass Organised By Group E Academy Date: 30 August 2022 (Tuesday) Time: 19:30-21:00 HKT Learning Objectives: Participants will develop a thorough understanding on family trusts […]
High net worth clients have many good reasons to place part of their assets overseas, especially bank accounts. While focusing on security, people often neglected or underrated the problems with the succession planning of these offshore and cross border assets. There are many different ways people structure these offshore assets with different objectives in mind thus […]
Regional Footprint
Group E Academy is an accelerated, internationally-recognised programme built by
and for industry insiders looking to advance their skills and professional development in wealth planning and financial consultation.
Our cohorts are made up of industry practitioners from across the region, including the following locations:
