Wealth Management Institute

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What's On at WMI?

  • WMI Advanced Wealth Management Programme - Affluent

    Date: Thurs, 17 Jul - Tues, 9 Sept 2014

    Time: Refer to programme when available

    The inaugural intake of the WMI Advanced Wealth Management Programme - Affluent will commence on 17 July 2014. Lessons will be conducted twice weekly for 8 weeks. The WMI AWMA is the first and only ... more

  • WMI Private Banking Wealth Management Programme

    Date: Thurs, 17 Jul - Tues, 16 Sept 2014

    Time: Refer to programme when available

    The next intake of the WMI Private Banking Wealth Management Programme will commence on 17 July 2014. Lessons will be conducted twice weekly for 9 weeks. The WMI PBWM is a comprehensive induction into ... more

  • WMI CPD Series: Managing Key Accounts

    Date: Wed, 27 Aug 2014

    Time: 9:00AM - 5:00PM

    Geoff Marsh will be conducting a new CPD seminar entitled, Managing Key Accounts on 27 August 2014. The 1 day workshop will focus on Key Clients. This is a part of a wealth manager's client base where ... more

  • WMI CPD Series: Governing the Family Firm

    Date: Tues, 2 Sept 2014

    Time: 9:00AM - 5:00PM

    The next seminar under the Estate Planning Series will be held on 2 September 2014. Entitled, Governing the Family Firm, the workshop will be conducted by Professor Morten Bennedsen. The session will ... more

  • WMI CPD Series: Crisis Management

    Date: Fri, 26 Sept 2014

    Time: 2:00PM - 5:00PM

    Les Menkes will be conducting the next CPD Seminar entitled, Crisis Management on 26 September 2014. The session will provide a retrospective view of past crises and how to develop a situational ... more