| Next intake in 23 & 24 November 2026 | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
Artificial Intelligence (AI) is transforming the financial services industry across wealth management, asset management, risk management, compliance and financial crime prevention. As organisations accelerate AI adoption, professionals must develop the capabilities to apply AI effectively, responsibly and in alignment with evolving regulatory expectations.
The Advanced Certificate in AI Applications for Wealth, Asset and AML Management is a stackable credential designed for professionals seeking a comprehensive understanding of how AI can be applied across front-office, investment, risk and compliance functions. The programme integrates learning from three specialised courses, enabling participants to develop practical AI knowledge across the wealth, asset and AML domains.Â
The pathway combines technical AI concepts with real-world applications, governance considerations and implementation frameworks relevant to the financial services sector. The focus is on equipping participants to identify opportunities for AI adoption, evaluate associated risks, and drive responsible implementation within their organisations.
Through case studies, practical exercises and industry examples, participants will gain exposure to AI applications across client advisory, portfolio management, investment processes, customer onboarding, transaction monitoring, financial crime detection and enterprise risk management. Participants will also develop an appreciation of the ethical, governance and regulatory considerations associated with AI deployment.
Upon successful completion of all three constituent programmes, participants will be awarded the Advanced Certificate in AI Applications for Wealth, Asset and AML Management.
AI Applications in Wealth Management
This course empowers wealth managers to integrate AI tools into client advisory and engagement process. Participants will deep dive into how Agentic AI empowers wealth managers to understand customer needs, provide personalised advices and spot any red flags in relations. Participants will learn how to gather relevant data and deploy AI-powered solutions for enhanced client engagement.
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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 wealth management and client advisory landscape.
By the end of this course, participant will learn to:
Total Training Duration: 9 CPD Hours
Core FAA CPD: 4.5 Hours
Core SFA CPD: 4.5 Hours
AI Applications in Asset Management
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.
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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:
Total Training Duration: 9 CPD Hours
Core FAA CPD: 2 Hours
Core SFA CPD: 2 Hours
AI Applications for AML and Compliance Risk Management
Artificial Intelligence (AI) is revolutionising the practice of risk and compliance within the financial services industry, and it is important that managers can differentiate between types of AI application and apply appropriate solutions to enhance processes and align with regulatory requirements that are becoming increasingly stringent.
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Artificial Intelligence & Machine Learning for Compliance Risk Management bridges the knowledge gap that exists for many risk and compliance leaders and other professionals around AI technology and its application within the management of compliance risks.
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The programme also discusses ethical, regulatory, and data privacy considerations when deploying AI solutions. Participants will leave with the knowledge and basic skills to oversee the implementation of responsible AI solutions to address local and global challenges and be able to adopt AI-driven strategies effectively within their respective organisation.
By the end of this course, participant will learn to:
Total Training Duration: 13 CPD Hours
This stackable pathway is designed for Relationship Managers, Investment and Portfolio professionals, and Compliance, Risk, Legal, and Audit professionals who aim to build AI capability spanning client advisory, investment management, and financial crime and compliance risk, and is also suitable for consultants and external advisors supporting financial institutions across these functions.
Minimum Entry Requirements
Useful Links
Participants who successfully complete the programme will be awarded:Â
Accreditation
This Programme is eligible for IBF funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Find out more at www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS.
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.
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Find out more about IBF certification and the application process at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies include 9% GST from 1 Jan 2024 (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies include 9% GST from 1 Jan 2024 (S$) | ||
|---|---|---|---|---|
| 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 include 9% GST from 1 Jan 2024 (S$) | ||||
|---|---|---|---|---|---|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| S$34,920 | S$47,520 | S$85,020 | |
| 1 | Not Applicable | ||
| S$25,420 | S$42,520 | S$85,020 | |
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies include 9% GST from 1 Jan 2024 (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
|
||||
| AI Applications in Wealth Management | 1,300.00 | 1,417.00 | 767.00 | 507.00 | |||
| AI Applications in Asset Management | 1,300.00 | 1,417.00 | 767.00 | 507.00 | |||
| AI Applications for AML and Compliance Risk Management | 2,300.00 | 2,507.00 | 1,357.00 | 897.00 | |||
| TOTAL | 4,900.00 | 5,341.00 | 2,891.00 | 1,911.00 | |||
Fees and Funding
Core Modules |
Full Fees (S$) |
Fees after subsidies include 9% GST from 1 Jan 2024 (S$) | ||
|---|---|---|---|---|
| Before GST |
Singaporean Aged Below 40 / PR |
Singaporean Aged 40 & Above |
||
| Company Sponsored/Self Sponsored |
Company Sponsored/Self Sponsored |
|||
Note:
Prices shown are based on the prevailing 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.
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.
| Modules | Intake 1 (In-person) |
|---|---|
| AI Applications in Wealth Management | 2027 |
| AI Applications in Asset Management | 2027 |
| AI Applications for AML and Compliance Risk Management | 23 & 24 November 2026 |
Ready to take the next step? Meet with our Programme Advisor and start your journey today.Â
Book a slot here or call 69945632.
