Asset Management

Certificate in Long-Term Investing

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

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.

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

Upcoming Dates

Modules

Interested Participants Also Enquired About:

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

This programme is pending accreditation under Certificate in Long Term Investing 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 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:

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

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.

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.

Asset Management

Certificate in Long-Term Investing

Programme Overview

Upcoming Dates

Modules

Interested Participants Also Enquired About:

Who Should Attend

Certification

Schedule

Testimonials

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.