Wealth Management Institute

Media Centre - News and events that matter.

What's On at WMI?

  • WMI Advanced Wealth Management Programme - Affluent (AWMA)

    Date: Mon, 27 Jul - Wed, 16 Sep 2015

    Time: Refer to programme when available

    The second intake of the WMI Advanced Wealth Management Programme - Affluent will commence on 27 July 2015. Weekly lessons are generally conducted over two weeknights, unless otherwise stated. The WMI ... more

  • WMI Private Banking Wealth Management Programme (PBWM)

    Date: Mon, 27 Jul - Wed, 7 Oct 2015

    Time: Refer to programme when available

    The second intake of the WMI Private Banking Wealth Management Programme (PBWM) will commence on 27 July 2015. Weekly lessons are generally conducted over two weeknights, unless otherwise stated. The ... more

  • WMI CPD Series: Philanthropy: More than Money

    Date: Tues, 8 Sep 2015

    Time: 9:00AM - 5:00PM

    The next WMI CPD Seminar is entitled Philanthropy: More than Money by Maya Prabhu. Presented in collaboration with the Family Firm Institute, Inc., the seminar will provide participants with the tools ... more

  • WMI CPD Series: Managing Difficult Client Conversations

    Date: Mon, 14 Sep 2015

    Time: 9:00AM - 5:00PM

    Geoff Marsh is back for a new seminar under the WMI CPD Series entitled, Managing Difficult Client Conversations, on September 14. The full-day session will cover a highly relevant topic on how to ... more

  • Master Class in Wealth Management (MCWM): Investment Advisory

    Date: Thurs, 17 Sep 2015 - Sat, 19 Sep 2015 (3 full days)

    Time: 9:00AM - 5:00PM for all 3 days

    WMI’s Investment Advisory Master Class is a 3 day session that develops deep knowledge and application in the area of portfolio management and construction. It will be conducted by Dr Aaron Low, ... more