Investing and Asset Management

Certificate in Multi-Asset Investing

Programme Overview

In today’s turbulent market environment, how can you build a resilient investment portfolio that will see you through the highs and lows? It is critical to understand the market trends and developments in each asset class to achieve true diversification and performance over longer time horizons.

The Certificate in Multi-Asset Investing is a 2.5-day programme to help you better understand performance drivers in both public and private markets, and how to construct effective portfolios using a variety of different approaches.

Whether you are an asset allocator, portfolio manager, investment specialist, wealth advisor or family office professional, this programme will help you hone your ability to construct effective multi-asset strategies to achieve your investment objective.

Upcoming Dates

Modules

Download programme brochure

Who Should Attend

Asset Managers
Wealth and Estate Planning Professionals
Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
Family Office Professionals
Family Trust Advisors and Consultants

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 under Certificate in Multi-Asset Investing (TGS-2022016796) 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).

Certification

Upon completion, participants will be:

Eligible for 15.5 IBF-STS CPD hours
Awarded the WMI Certificate in Multi-Asset Investing

About IBF Certification

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

Market Specialisation 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$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
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 Credits can be utilised to offset the balance of the programme fees after IBF subsidy. Do note that SkillsFuture Credits cannot be used to offset Application Fees.

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.