AI Applications in Wealth Management

Next intake on 15 June 2026

Up to 70% IBF Subsidy and SkillsFuture Credit Claimable

Programme Overview

This course empowers wealth managers to integrate AI tools into client advisory and engagement process. Participants will deep dive into how Agentic AI empowers wealth managers to understand customer needs, provide personalised advices and spot any red flags in relations. Participants will learn how to gather relevant data 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 wealth management and client advisory landscape.

Learning Outcomes

By the end of this course, participant will learn to:

How AI tools can be leveraged and applied as an enabler in the client engagement process and in investment decisions and processes.
Real-world applications of AI in client relationship management and investing through case studies.
Utilise AI-powered client engagement & advisory solutions.
Explain the various risks arising from the use of AI in investment and portfolio management
Monitor and mitigate risks arising from the use of AI in client relationship management and investment including ethics and conduct.
Determine and gather the data required for conducting client engagement and risk analyses
Evaluate risk management processes.
Explain and implement ethical principles in the use of AI in investment and portfolio management

Download programme brochure

Who Should Attend

This programme is designed for professionals in the financial services industry who work with high‑net‑worth clients or support wealth management functions. It is ideal for those seeking practical skills in applying artificial intelligence (AI) and machine learning (ML), as well as an understanding of the related compliance, ethical and risk considerations.

The programme is especially relevant for:

Client‑facing wealth and investment professionals
Relationship Managers, Investment Counsellors, Investment Management Professionals, Financial Advisors, and those supporting these functions who want to deepen their use of AI in client advisory, portfolio management, AML, and compliance processes.
Risk, governance, and support professionals
Compliance, legal, risk management, IT professionals, accountants, consultants, audit specialists, 1.5 Line of Defence practitioners, and other functions supporting financial services who wish to develop AI skills relevant to AML and compliance risk management.

Minimum Entry Requirements

Minimum Age: 24 years of age
Minimum Education: Diploma or equivalent
Minimum Work Experience: 2 years of working experience

Useful Links

Certification

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.

Generative Artificial Intelligence (PL3)
Client Investment Suitability (PL3)

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 $3,000 per candidate per course subject to all eligibility criteria being met.

Find out more on www.ibf.org.sg.

Certification

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

Generative Artificial Intelligence (PL3)
Client Investment Suitability (PL3)

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

Fees and Funding

Modules	Full Fees (S$)		Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Modules	Before GST	After GST	Company-Sponsored	Self-Sponsored

Fees and Funding

Modules	Full Fees (S$)		Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Modules	Before GST	After GST	Singaporean Aged Below 40 / PR	Singaporean Aged 40 & Above

Fees and Funding

Modules	Fees after Subsidy (incl. of GST)		Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)

Category

²


¹		Not Applicable

¹ For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.

² Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.

Fees and Funding

Modules

Full Fees
(S$)

Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)

Before GST

After GST

Singaporean
Aged Below 40 / PR

Company Sponsored/Self Sponsored

Singaporean
Aged 40 & Above

Company Sponsored/Self Sponsored

Course Fees

1,300.00

1,417.00

767.00

507.00

Fees and Funding

Modules	Full Fees (S$)		Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Modules	Before GST		Below 40	40 & Above

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.