Responding to the strong demand for training of asset managers, private bankers and mass-affluent consumer bankers, WMI provides Continuing Professional Development (CPD) opportunities for individuals to upgrade their skills and competence, as well as to receive accreditation.

Our short courses are aimed at teaching the basics of the professions, including product knowledge, finance and banking, asset allocation, ethics, compliance and legal issues, selling and marketing techniques.

Mandatory CPD from 2013

As provided under the Private Banking Code of Conduct (the Code):

• All Covered Persons are expected to achieve a minimum of 15 hours of CPD in each calendar year.
• The CPD requirement will take effect from March 1, 2013 onwards.
• If a Covered Person passes the CACS prior to March 1, 2013, the CPD obligation for 2013 will be 12 hours.
• If a Covered Person passes the CACS on/after March 1, 2013, the CPD obligation will be pro-rated as set out in paragraph 3.1.3 under the "Competency" section of the Code.
• The CPD obligation from 2014 onwards will be 15 hours per year.

WMI Talk

The WMI Talk is a premier seminar event featuring leading Asian and global thought leaders and practitioners. Past speakers include globally renowned industry practitioners. Attracting over 200 participants from the wealth management industry, the WMI Talk focuses on global issues that will have an impact on the wealth management industry.