Certificate in Long-Term Investing

Programme Overview

The Certificate in Long-Term Investing is led by faculty from GIC, a global long-term investor that manages Singapore’s foreign reserves. It is designed to provide participants with a comprehensive understanding of various investment strategies across different asset classes. The ultimate goal of this programme is to help participants understand how to achieve good long-term returns. Participants will analyse and apply insights from selected GIC case studies. This course is part of the Dalio Market Principles Program at WMI.

Learning Outcomes

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

Understand the real-world challenges and opportunities of investing for the long term
Develop a discerning perspective across asset classes guided by long-term orientation, while navigating through market cycles and investment paradigms
Assess key investment decisions such as implementation, divestment and portfolio construction across traditional and alternative investments
Apply key frameworks, tools and techniques for investment decision-making

Download programme brochure

Who Should Attend

Professionals in the following domains:

Family Offices
Asset Managers and Asset Allocators
Investment Advisors and Counsellors
Wealth Managers, Financial Services Professionals and Advisors

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 Long Term Investing (TGS-2023021865) 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 15 CPD Hours
Awarded the WMI Certificate in Long Term Investing

About IBF Certification

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

Portfolio and Investment Risk Management PL5

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 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.