| Next intake on 5 August 2026 | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
This course empowers professionals who play key roles in supporting asset and wealth management functions. Participants will explore AI-driven asset allocation, risk modelling, and stress testing using real-world case studies. They will learn how to gather relevant data, apply AI in portfolio construction, and deploy AI-powered solutions for enhanced client engagement.
The course also examines the risks associated with AI adoption, including ethical and conduct considerations, and guides participants in monitoring, mitigating, and evaluating these risks. Through practical frameworks, learners will be equipped to implement ethical principles and resolve dilemmas with sound judgment in a fast-evolving digital investment landscape.
By the end of this course, participant will learn to:
This programme is ideal for financial industry professionals with at least two years of relevant experience who want to build practical skills in applying artificial intelligence (AI) and machine learning (ML) to asset management. It is also well suited for those seeking a deeper understanding of the compliance, legal, ethical, privacy, and risk considerations associated with AI adoption in financial services.
The programme is especially relevant for Relationship Managers, Investment Counselors, Investment Management Professionals, Financial Advisors, and those advising or supporting these functions who aspire to enhance their use of AI tools across client advisory, investment management, and AML and compliance risk management processes.
Job families: Product Manager, Product Development Manager, Portfolio Manager, Client Portfolio Manager, Fund Manager, Wealth Manager, Investment Counsellor, Business Manager
Minimum Entry Requirements
Useful Links
Participants who successfully complete the programme will be awarded:Â
Accreditation
This course has been accredited under the Skills Framework for Financial Services / IBF Standards: Future-Enabled Skills and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps.  IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg.
Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Self-Sponsored | |
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |
Fees and Funding
| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||
|---|---|---|---|---|---|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
|
||||
| Course Fees | 1,300.00 | 1,417.00 | 767.00 | 507.00 | |||
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | Below 40 | 40 & Above | ||
Note:
Prices shown are based on the prevalent IBF-STS subsidies. T&Cs apply.
Click here to read more about the terms & conditions governing registration, payment, cancellation, deferment and no-show.
Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.
#Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This may include materials fees, registration fees and misc fees.Â
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
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