Wealth Management Institute

Media Centre - News and events that matter.

What's On at WMI?

  • 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

  • WMI Advanced Certificate in Trust Services

    Date: Thurs, 1 Oct 2015 - Mon, 2 Nov 2015

    Time: Refer to programme when available

    Intake 5 of the WMI Advanced Certificate in Trust Services (ACTS) programme will commence on 1 October 2015 and end on 2 November 2015.   *Dates are subject to confirmation. Please refer to the ... more