Certificate in Digital Assets Investment Strategies and Risks

Programme Overview

Digital Assets have emerged in recent years as an alternative asset class, and this has attracted interest from family offices, HNW individuals and also institutional investors, among others.

Investors recognise the volatile and uncertain market conditions, but some also see the long-term potential for a number of applications. The WMI Certificate in Digital Assets Investment Strategies and Risks is designed to provide individuals with the necessary skills and knowledge to navigate this asset class. The programme covers various topics such as an overview of the digital asset ecosystem, and investment & portfolio strategies while managing risk associated with this asset class.

Topics Covered

Introduction and Overview of Blockchain and Digital Assets
- The use of blockchain technology
- Overview of the Crypto Ecosystem
- Stablecoins and main protocols
Regulations, Risks and Volatility of Crypto Currencies
- Singapore regulations, Risks analysis, Securities and Futures Act
Bitcoin (BTC), Ethereum (ETH) and Major Crypto Assets
- Key information, characteristics, how they work, price history
Tokenized Assets: precious metals, commodities, real estate
Decentralised Finance (DeFi)
Custody Solutions for Institutional Investors
Investment Approaches and Key Considerations
- OTCs, ETFs, Futures, Options
- Digital Assets as an Asset Class
- Trade Execution
- Portfolio Management

Modules

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

Demonstrate an understanding of the digital assets ecosystem, including the underlying technology, market trends, and potential risks and opportunities associated with investing in digital assets
Develop a discerning perspective guided by long-term orientation, while navigating through market cycles and investment paradigms
Develop the skills and knowledge to manage investment and portfolio risks associated with digital assets, including risk assessment, diversification strategies, and regulatory compliance requirements in Singapore and other jurisdictions
Maintain awareness of trends and developments and make recommendations to improve risk management processes
Apply the principles of investment and risk management to construct and manage digital asset portfolios, utilising analytical tools and techniques to evaluate investment opportunities and make informed investment decisions that align with individual or institutional investment goals

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

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Private Banking Code of Conduct: https://abs.org.sg/industry-guidelines/private-banking

Certification

Participants who successfully complete the programme will be awarded:

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

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.

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

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.

SkillsFuture Credit can be utilised to offset the balance of the programme fees after IBF subsidy.

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.