Wealth Management Institute

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What's On at WMI?

  • 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

  • WMI CPD Series: How to Deliver a Superior Client Experience and Understand Service Excellence

    Date: Mon, 13 Oct 2014

    Time: 2:00PM - 5:00PM

    Boris F.J. Collardi will be conducting the next CPD Series on 13 October 2014. The said seminar is entitled How to Deliver a Superior Client Experience and Understand Service Excellence and will ... more

  • WMI MCWM Intake 1: Investment Products and Alternative Investments

    Date: Thurs, 16 Oct 2014

    Time: Refer to programme when available

    The first intake of the WMI Master Class in Wealth Management will commence in October with a module on Investment Products followed by a module on Alternative Investments. Course Dates: Investment ... more

  • WMI CPD Series: Governing the Family Firm

    Date: Thurs, 30 Oct 2014

    Time: 9:00AM - 5:00PM

    The next seminar under the Estate Planning Series will be held on 30 October 2014. Entitled, Governing the Family Firm, the workshop will be conducted by Professor Morten Bennedsen. The session will ... more

  • WMI CPD Series: Introduction to China's Capital Markets

    Date: Fri, 7 Nov 2014

    Time: 2:00PM - 5:00PM

    The next CPD seminar under the Investment Series will be held on 7 November 2014. Entitled, Introduction to China's Capital Markets, the said event will be conducted by Kevin Gin. The seminar is a ... more

  • 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