| Next intake in 26 - 28 Mar 2025 | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
When building portfolios, investors need to understand the fundamental drivers of investment performance to build a robust and resilient portfolio for today’s conditions.
In this programme, you will learn about the investment principles underpinning the approach pioneered by Ray Dalio and Bridgewater Associates —the All Weather portfolio. Understand what drives the performance of assets and investment strategies and how to design effective beta and alpha portfolios. Explore in detail the mechanics of return, risk, and diversification, and apply the principles by engineering portfolios and stress-testing performance across a wide range of economic and market environments.
You will also have the opportunity to directly put your learning into practice by building custom portfolios using practical tools based on Bridgewater’s renowned Risk Budget Tool (RBT), and stress tests your portfolio through a wide range of historical bubbles and crises.
Our expansive suite of programmes is practice-based and firmly grounded in real-world application, designed to help you meet the dynamic demands the financial sector in Singapore. We work with renowned academics, thought leaders and industry veterans from around the world to design programmes that build future-ready capabilities. By bridging theory with practice, we ensure our students are well-equipped to invest in a better tomorrow.
This course will be particularly relevant for teams in investment roles such as including portfolio management, investment analysis, asset allocation, investment product management, investment strategy and research. We recommend participants have a minimum of 3-7 years of experience in an investment role.
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| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
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| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||||
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| Before GST | After GST |
Singaporean Aged Below 40 / PR
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Singaporean Aged 40 & Above
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Application Fees |
85.00 | 85.00 |
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Tuition Fees |
5,700.00 | 6,099.00 |
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| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
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Singaporean/PR
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Singaporean Aged 40 & Above
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Application Fees |
85.00 | 85.00 | 85.00 | 85.00 | 85.00 | ||
Tuition Fees |
6,099.00 | 1,539.00 | 1,219.80 | 969.00 | 609.90 | ||
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Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
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| Before GST | After GST |
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Course Fees |
5,700.00 | 6,213.00 | 3,363.00 | 3,213.00 | |||
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
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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.
Eligible SG citizens may utilise Skillsfuture Credits 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.
Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Investing and Asset Management” 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.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
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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Participants who successfully complete the programme will be awarded:
Accreditation
This programme is accredited under Certificate in Investment Principles (TGS-2022602118) 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:
About IBF 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
There are no prerequisites for our Certificate in Investment Principles programme.
There will be case studies, group and individual presentations during the programme. More information will be shared in the commencement email.
If you happen to fail the assessment, please be aware that reassessment will be conducted on a case-by-case basis. WMI will carefully review your situation and determine the most appropriate course of action for your particular circumstances.
Upon completion, participants will be awarded the WMI Certificate in Investment Principles.
WMI will submit the IBF funding on your behalf. No action is required from your end. However, 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.
This programme is eligible for SkillsFuture Credit claim. We will share further details upon your registration.
Director, Managed Investment Advisory
Major Private Bank
The DMP is the only program I am aware of that provides a time-tested, principle-driven approach to understanding markets dynamics. It provides practical guidance to learning these concepts which is critical in cutting through the vastness of noise in financial markets today.
READ MOREGeneral Partner
Major Venture Capital Firm
The DMP Program is a brilliant course which covers in depth the market cycles and global dynamics that drive the investment environment. I look forward to applying the macro investment perspective covered in this course alongside my firm’s detailed analysis, to help create an integrated investment approach and create sustainable value for all stakeholders.
READ MOREManaging Director
Leading Single Family Office
The DMP Program provided a pragmatic approach to portfolio and risk management, and I have certainly benefitted from Ray Dalio’s timeless insights and wisdom. Highly recommended for anyone looking to broaden their understanding macro analysis and market forces.
READ MOREDirector
Wealth Management at Multi-family Office
The DMP program’s curriculum is effective in conveying Ray's principles with real-world insights. It gives insights into how experts tackle market fluctuations by thinking through various economic cycles and the interplay of various asset classes. I incorporate several key principles in my practice with success.
READ MOREDirector, Managed Investment Advisory
Major Private Bank
The DMP is the only program I am aware of that provides a time-tested, principle-driven approach to understanding markets dynamics. It provides practical guidance to learning these concepts which is critical in cutting through the vastness of noise in financial markets today.
READ MOREGeneral Partner
Major Venture Capital Firm
The DMP Program is a brilliant course which covers in depth the market cycles and global dynamics that drive the investment environment. I look forward to applying the macro investment perspective covered in this course alongside my firm’s detailed analysis, to help create an integrated investment approach and create sustainable value for all stakeholders.
READ MOREManaging Director
Leading Single Family Office
The DMP Program provided a pragmatic approach to portfolio and risk management, and I have certainly benefitted from Ray Dalio’s timeless insights and wisdom. Highly recommended for anyone looking to broaden their understanding macro analysis and market forces.
READ MOREDirector
Wealth Management at Multi-family Office
The DMP program’s curriculum is effective in conveying Ray's principles with real-world insights. It gives insights into how experts tackle market fluctuations by thinking through various economic cycles and the interplay of various asset classes. I incorporate several key principles in my practice with success.
READ MOREResearch
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