| Next intake on 5 August 2026 | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
This course empowers asset and wealth managers to integrate AI tools into investment processes and client advisory. Participants will explore AI-driven asset allocation, risk modelling, and stress testing using real-world case studies. They will learn how to gather relevant data, apply AI in portfolio construction, and deploy AI-powered solutions for enhanced client engagement.
The course also examines the risks associated with AI adoption, including ethical and conduct considerations, and guides participants in monitoring, mitigating, and evaluating these risks. Through practical frameworks, learners will be equipped to implement ethical principles and resolve dilemmas with sound judgment in a fast-evolving digital investment landscape.
By the end of this course, participant will learn to:
This programme is ideal for financial industry professionals with at least two years of relevant experience who want to build practical skills in applying artificial intelligence (AI) and machine learning (ML) to asset management. It is also well suited for those seeking a deeper understanding of the compliance, legal, ethical, privacy, and risk considerations associated with AI adoption in financial services.
The programme is especially relevant for Relationship Managers, Investment Counselors, Investment Management Professionals, Financial Advisors, and those advising or supporting these functions who aspire to enhance their use of AI tools across client advisory, investment management, and AML and compliance risk management processes.
In addition, it is highly relevant for compliance, legal, risk management, IT professionals, accountants, consultants, audit specialists, and 1.5 Line of Defence professionals, as well as functions supporting the financial services industry, who seek to develop AI skills and competencies specifically applied to AML and compliance risk management.
Minimum Entry Requirements
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
This course is currently undergoing accreditation IBF Standards Training Scheme (IBF-STS). Upon successful accreditation, the course will be eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
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
Note:
Prices shown are based on the prevalent IBF-STS subsidies. T&Cs apply.
Click here to read more about the terms & conditions governing registration, payment, cancellation, deferment and no-show.
Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.
#Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This may include materials fees, registration fees and misc fees.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
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