Certificate in Fundamentals of Investments

Programme Overview

Ever considered a career as an asset or wealth management professional? If you’re an undergraduate or fresh graduate considering your career pathways, or a mid-career professional looking to pivot to asset management or wealth management, our Certificate in Fundamentals of Investments (CFI) is tailored for you to pick up fundamental knowledge about investments and asset management in a flexible and engaging way.

Our cohort-based, blended learning programme gives you an understanding of the asset management landscape, the impact of global macro cycles on investment performance, financial statements from an investor’s lens, and building an investment portfolio for the long-term. By the end of the programme, you will emerge with sufficient knowledge to give your asset management or wealth management career a head start.

More than fundamental knowledge in investments, you will also understand what really matters to your stakeholders, so you will appreciate what is happening in the markets and be able to articulate trending developments to your peers and clients.

Our faculty staff have years of real-world experience in asset management, investments and the banking sector. Get to know mentors, prospective employers and fellow peers in the industry.

Modules

CFI consists of 4 modules over 8 weeks. Each module comprises 5 hours of self-paced eLearning with infographics, videos, case studies, forum discussions, knowledge check activities, and a graded quiz. There will also be an optional 1 hour contact time with the instructor for you to get an opportunity to meet as a cohort, discuss key issues, and address queries about the topic.

The modules can be taken individually or together. Upon successful completion of all modules, you will be awarded a WMI Certificate in Fundamentals of Investments. You will also be invited to Markets Fair, which is a career networking session with asset management companies, banks and other financial institutions.

Download programme brochure

Who Should Attend

Students and fresh graduates considering a career in investments and asset management
Mid-career professionals and cross-sector convertees planning to switch to investments and asset management
Anyone looking to upgrade their knowledge of financial and investment products

Useful Links

Skills Framework for Financial Services: https://www.ibf.org.sg/home/for-financial-institutions/resource-tools/skills-framework-for-financial-services

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

IBF-STS

All modules are pending accreditation to IBF-Standards Training Scheme and will be eligible for IBF funding upon approval.

Certification

Participants who successfully complete the programme will be awarded:

WMI Certification

WMI Certificate of Achievement

Fees and Funding

Modules	Full Fees (S$)		Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Modules	Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored
CPBL1 – Client Relationship Management	2,086.50	2,086.50	331.50	208.65
CPBL1 – Digital Wealth Management	722.25	722.25	114.75	72.23
CPBL1 – Ethical Conduct	321.00	321.00	51.00	32.10
CPBL1 – Investment Advisory	1,364.25	1,364.25	216.75	136.43
CPBL1 – Market Specialisation	1,284.00	1,284.00	204.00	128.40
CPBL1 – Wealth Planning	1,364.25	1,364.25	216.75	136.43

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

Module 1: Introduction to Investments

600.00

648.00

348.00

228.00

Module 2: Economics of Money and Markets

600.00

648.00

348.00

228.00

Module 3: Understanding Financial Statements

600.00

648.00

348.00

228.00

Module 4: Investing Through Cycles

600.00

648.00

348.00

228.00

Total

2,400.00

2,592.00

1,392.00

912.00

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

Singaporean
Aged Below 40 / PR

Company Sponsored/Self Sponsored

Singaporean
Aged 40 & Above

Company Sponsored/Self Sponsored

Module 1: Introduction to Investments

300.00

327.00

177.00

117.00

Module 2: Economics of Money and Markets

300.00

327.00

177.00

117.00

Module 3: Understanding Financial Statements

300.00

327.00

177.00

117.00

Module 4: Investing Through Cycles

300.00

327.00

177.00

117.00

TOTAL

1,200.00

1,308.00

708.00

468.00

Fees and Funding

Modules	Full Fees (S$)		Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Modules	Before GST		Below 40	40 & Above

Note:

This programme is accreditated by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).

Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.

Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.

NTUC members enjoy 50% unfunded^# course fee support for up to $250 each year when you sign up for courses supported under Union Training Assistance Programme (UTAP). NTUC members aged 40 and above will get increased funding support from $250 to $500.

^#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.