Certificate in Investing In Innovation

Programme Overview

Certificate in Investing in Innovation is aimed at equipping professionals with the essential knowledge and skills needed to identify, assess, and invest in innovative companies. It is designed for individuals seeking to invest in innovative companies driving economic growth and transformation across industries. This course is part of the Dalio Market Principles Program at WMI.

In this programme, participants will learn how to evaluate the potential of innovative companies based on an analysis of market trends, an understanding of regulatory requirements, and an evaluation of the competitive landscape. Participants will also gain an understanding of the various stages of the investment process from deal sourcing to an evaluation of likely financial returns and impact.

The program will be taught by current leaders in the private equity and venture capital space. Participants will engage in interactive case studies and group discussions to apply their learning to real-world scenarios.

Learning Outcomes

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

Analyse market and industry’s risks trends and developments and their implications, including innovation investment potentials and risks to investors/stakeholders’ goals and overall growth agendas
Utilise toolkit of evergreen principles, resources, and quantitative and qualitative methodologies to research, source, mine, appraise and perform due diligence, financial modelling and valuation on promising innovation themes, projects, and value creation across the marketplace
Navigate and connect with different members of the innovation/start-up / PEVC ecosystem and strategically engage in partnership framework explorations, negotiation, deal-making and post-deal involvement in the innovation scaling-up journey
Execute screening and due diligence process leveraging analytical tools and indices to determine long-term value creation in a real-world context
Apply a suitable and effective reporting framework for communication and disclosure to stakeholders

Download programme brochure

Who Should Attend

Family Offices
Private Banking and Wealth Management professionals
Venture Capital
Investment professionals
Financial Services Professionals and Advisors, with ≥3 years of industry experience

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 for Investing in Innovation (TGS-2023022298) 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 S3,000 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 IBF-STS CPD Hours
Awarded the WMI Certificate in Investing In Innovation

About IBF Certification

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

Business Environment Analysis 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 “Family Office” 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.