Dalio Market Principles Program

Certificate in Investment Principles

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

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.

Upcoming Dates

Modules

Programme Curriculum

Mechanics for Building Portfolios: Total Return = Risk Neutral Position + Beta + Alpha

Building the Best Portfolio of Betas

Building the Best Portfolio of Alphas

Engineering Portfolios and Stress-Testing

Building a Portfolio for Today’s Conditions

Interested Participants Also Enquired About:

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

This programme is accredited 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 19.5 IBF-STS CPD hours
Awarded the WMI Certificate in Investment Principles

About IBF Certification

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

Trading 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.

Schedule

This programme will be conducted in-person.

Investment Principles - 15 - 17 Mar 2023

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Dalio Market Principles Program

Certificate in Investment Principles

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.