Certificate in Investment Principles

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.

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

Download programme brochure

Who Should Attend

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.

Useful Links

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Private Banking Code of Conduct: https://abs.org.sg/industry-guidelines/private-banking

Certification

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:

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

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.

SkillsFuture Credit can be utilised to offset the balance of the programme fees after IBF subsidy.

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.