Certificate in Digital Assets Investment Strategies and Risks

Programme Overview

Digital assets have developed into a recognised area of interest for private banks, asset managers and family offices. Client enquiries have increased, particularly around Bitcoin, stablecoins, market access, and portfolio relevance. 

 

While the asset class remains volatile and subject to evolving regulation, it is increasingly discussed alongside traditional assets in portfolio construction and advisory conversations.

 

The WMI Certificate in Digital Assets Investment Strategies and Risks is designed for investment professionals seeking a clear, balanced and practical understanding of digital assets, with a focus on portfolio relevance and client advisory.

 

This programme provides a structured and practical overview of digital assets, focusing on what is relevant for investment professionals. It aims to build a clear understanding of the ecosystem, the major assets, the investment case, the associated risks, and the available implementation options.

 

Participants will be better equipped to assess digital assets in a portfolio context and to address client questions with clarity and consistency.

 

Key Topics Covered

1. Digital Assets Industry

  • Market evolution, key participants and infrastructure 
  • Role of blockchain in financial applications 
  • Market size and latest development

2. Bitcoin and Major Digital Assets

  • Characteristics, behaviour and key narratives
  • Bitcoin’s positioning within portfolios 
  • Bitcoin as Digital Gold narrative 
  • Bitcoin compared to other major digital assets

3. Stablecoins & Asset Tokenization

  • Stablecoin characteristics
  • Use cases, market adoption and future outlook

4. Market Access and Investment Vehicles

  • Direct exposure, ETFs, funds and structured products 
  • Execution considerations and market structure 

5. Custody, Structuring and Operations

  • Custody models and associated risks 
  • Key operational considerations for investors 

6. Portfolio Construction and Risk Management

  • Allocation approaches and diversification 
  • Volatility, correlation and risk factors 

7. Current Investor Considerations and Real Cases

  • Overview of current questions raised by private clients
  • Practical illustrations of allocation decisions
  • Key takeaways for structuring client discussions and managing expectations

Learning Outcomes

At the end of the programme, the participants will be able to:

  • Develop a structured understanding of the digital assets ecosystem, including Bitcoin, stablecoins, market dynamics, and key participants 
  • Explain Bitcoin and major digital assets in a clear investment context, including their characteristics, behaviour and positioning 
  • Form a balanced and informed view of opportunities, risks and limitations across the asset class 
  • Understand the main investment vehicles and market access routes, including direct exposure, funds and structured products 
  • Apply core investment and risk management principles to digital assets, including allocation, diversification and portfolio integration 
  • Assess and manage risks associated with digital assets, including market, operational and regulatory considerations, with reference to Singapore and other jurisdictions 
  • Engage with clients and stakeholders with greater clarity and confidence on Bitcoin, stablecoins, major digital assets and their role within portfolios

Download programme brochure

Who Should Attend

  • Private Banking and Wealth Management Professionals
  • Asset Management and Investment Professionals
  • Family Offices
  • Professional Services
  • Professionals serving clients who may invest in digital assets

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

This programme is accredited by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard 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 S$3,000 per candidate per course subject to all eligibility criteria being met.

 

Find out more on www.ibf.org.sg.

Certification

Certification

Upon completion, participants will be:

  • Eligible for 8.5 CPD Hours including 2 Core FAA/SFA CPD Hours
  • Awarded the WMI Certificate in Digital Assets Investment Strategies and Risks

 

About IBF Certification

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Portfolio and Investment Risk Management (PL4)

 

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 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
Singaporean
Aged Below 40 / PR
Company Sponsored/Self Sponsored
Singaporean
Aged 40 & Above
Company Sponsored/Self Sponsored
Course Fees 2,000.00 2,180.00 1,180.00 780.00

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:

The fees listed above are after IBF-STS funding. Any discrepancies in registration details or failure to meet minimum IBF academic requirements will result in an unsuccessful IBF reimbursement claim and students will be liable for the full tuition fees. For funding eligibility criteria and more information regarding the funding, please visit www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS.

 

Eligible SG citizens may utilise Skillsfuture Credits 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.

 

Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Investing and Asset Management” programmes. Click here for more information on GFO Circle membership.

 

The information above is correct at the time of publication. The Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.

Schedule

Certificate in Digital Assets Investment Strategies and Risks - 20 May 2026
Modules

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