The Advanced Diploma in Investment and Wealth Management (ADIWM) is a leading programme specially designed for those who want to build deeper expertise as an investment or wealth management professional.
ADIWM provides a specialised and structured learning pathway for Investment and Wealth Management professionals in financial services as well as those who are looking to join the sector, to acquire technical skills and competencies as defined under the Asset Management, Family Office, Private Banking and Wealth Management job families within the national Skills Framework for Financial Services, jointly developed by the Institute of Banking and Finance Singapore (IBF), the Monetary Authority of Singapore (MAS), SkillsFuture Singapore (SSG) and Workforce Singapore (WSG).
ADIWM provides a solid foundation and enables its graduands to network with like-minded professionals working in Financial Advisory, Family Office and Wealth Management sectors, and potentially seek career opportunities in these areas as well.
ADIWM offers a more flexible structure, being designed with core modules and elective module tracks for those who wish to delve deeper into specialist elective area. ADIWM is structured with 6 core modules which are mandatory to be undertaken, and a selection of one out of 5 electives.
The core modules represent fundamental principles and content common across investment and wealth management disciplines. The elective modules help participants explore and develop their areas of focus and/or specialisation.
Dalio Market Principles – Online
The module comprises of two parts.
Investment Principles module offers an immersive online experience, designed to equip participants with a profound understanding of market dynamics, cycles, and proven investment strategies. Crafted for both novices and seasoned professionals, this asynchronous learning platform allows learners to explore Dalio’s groundbreaking principles at their own pace. With a blend of rich content, real-world case studies, and interactive assessments, participants will immerse themselves through real-world case-based examples and gain actionable insights to navigate the complexities of the modern financial landscape.
This module includes access to the Portfolio Builder Tool, allowing learners to apply theoretical knowledge in a simulated environment. This hands-on experience is invaluable in understanding the practical aspects of portfolio construction and risk management.
Total Training Duration / CPD Hours: 15
Economic Principles module offers an immersive online experience, designed to equip participants with a profound understanding of market dynamics, cycles, and proven investment strategies. Crafted for both novices and seasoned professionals, this asynchronous learning platform allows learners to explore Dalio’s groundbreaking principles at their own pace. With a blend of rich content, real-world case studies, and interactive assessments, participants will immerse themselves through real-world case-based examples and gain actionable insights to navigate the complexities of the modern financial landscape.
This module explores Dalio’s unique insights into how economies operate, how markets move, and how investors can understand the complex interplay of factors that drive economic and financial systems. The module will cover Dalio’s distinctive perspectives on debt cycles, productivity, and the driving forces behind economic fluctuations.
Total Training Duration / CPD Hours: 15
Compliance Risks and Compliance Culture
Compliance risks have become the biggest risks for global financial institutions and may threaten the existence of these firms. This module will enable participants to identify and distinguish the major compliance issues and risks, outlining regulators’ expectations of core ethical values of regulated institutions and their compliance systems.
Total Training Duration / CPD Hours: 13
Introduction to ESG Advisory
The Certificate for Introduction to ESG Advisory is a one-day module that is a combination of the Certificate in ESG Landscape and Impact on Business and the Certificate in Sustainable Investment Management.
The module introduces the basic concepts of ESG. Sustainable investments are critical to addressing the energy transition, which has a multi-trillion-dollar capital requirement. UHNW clients and family offices are increasingly demanding that both financial performance and non-financial factors, such as ESG, be considered.
Total Training Duration / CPD Hours: 8
Multi-Asset Investing
In today’s turbulent market environment, how can you build a resilient investment portfolio that will see you through the highs and lows? It is critical to understand the market trends and developments in each asset class to achieve true diversification and performance over longer time horizons.
The Certificate in Multi-Asset Investing is a 2.5-day module to help you better understand performance drivers in both public and private markets, and how to construct effective portfolios using a variety of different approaches. Whether you are an asset allocator, portfolio manager, investment specialist, wealth advisor or family office professional, this programme will help you hone your ability to construct effective multi-asset strategies to achieve your investment objective.
Total Training Duration / CPD Hours: 15.5
Wealth and Legacy Planning
This comprehensive module is designed to empower participants with the expertise needed to initiate and navigate purposeful Legacy Planning and Intergenerational Wealth Transfer discussions with high-net-worth clients.
The module delves into crucial topics, encompassing basic legal and tax concepts utilised in wealth planning, solutions for fiscally transparent asset protection and the intricacies of trust and succession planning.
Total Training Duration / CPD Hours: 11
Alternatives Investing
Alternative investments are typically used as a means of diversification within an investment portfolio and have grown in popularity over time. Investors are increasingly looking upon alternative investments as a source of market outperformance.
This module aims to provide a good overview of the different types of alternative investments, their risk-reward profiles and also discusses some of the common misperceptions of this space.
Total Training Duration / CPD Hours: 8
Philanthropy & Social Impact
The Certificate in Philanthropy and Social Impact will help wealth advisors, wealth planners and family office professionals formulate philanthropic and social impact frameworks and strategies for Family Offices and clients. Learn from leading global and local experts to integrate Philanthropy into your advisory practice and build deeper, more meaningful connections with Family Principals and clients.
Emerge as a trusted advisor to help clients build a legacy and achieve a positive impact for themselves, their family and the community.
Total Training Duration / CPD Hours: 15
Client Management (Wealth Management)
Participant will be taking the “Client Management Skills” module for this elective.
This module covers the critical skills required to acquire and build sustainable relationships. It is designed with the objective of achieving a clear understanding of what constitutes a successful client management strategy. The use of role plays and class simulations will be incorporated into the session to provide participants with the opportunities to practice what they have learnt.
Topics include a framework for establishing rapport and techniques for enhancing trust with clients, proven techniques for more effective negotiations, strategies to managing the pipeline, identifying opportunities and expanding connections.
The module also covers understanding client segmentation, adopting an entrepreneurial approach to building a client book and how to leverage on internal resources to help your clients.
Total Training Duration / CPD Hours: 20
Family Office
Participant will be taking the 2 modules for this elective.
Family Office Investments -Through this module, participants will understand the fiduciary duty of the family office executive in managing assets across generations. Participants will examine the needs of the family in deciding investment principles with emphasis on the longevity and preservation of capital across generations.
Total Training Duration / CPD Hours: 8
Managing Family Dynamics -This module offers a comprehensive exploration of Family Dynamics, focusing on the Family Office landscape in Singapore and globally. Delegates will gain insights into the Family Office ecosystem, examining different structures used across generations throughout history. The module delves into the rationale behind these structures, providing valuable context and understanding.
Additionally, participants will acquire knowledge about the governance of family offices, exploring the varying levels of complexity in their management. Furthermore, the module will address essential aspects of family dynamics, equipping participants with tools to navigate family conflicts and prioritise effectively.
Overall, this module is designed to provide a thorough understanding of Family Dynamics, encompassing key elements of the Family Office landscape, governance practices, and strategies for managing family dynamics successfully.
Total Training Duration / CPD Hours: 8
Digital Investments
Participant will be taking the 2 module for this elective.
Digital Assets Investment Strategies and Risks – The module is designed to provide individuals with the necessary skills and knowledge to manage the investment and portfolio risks associated with digital assets. The module covers various topics such as an overview of the digital asset ecosystem, investment and risk management portfolio, and regulatory compliance – overall and in the Singapore context.
The module will equip professionals in the finance, investment, legal, and blockchain industries with the necessary skills and knowledge to thrive in the digital assets ecosystem. Our program is also beneficial for individuals interested in investing in digital assets for their personal portfolios.
Total Training Duration / CPD Hours: 8.5
Digital Assets – Regulatory & Compliance -Regulators worldwide have introduced regulatory frameworks to regulate digital assets such as digital payment tokens, stablecoins, utility tokens, digital securities. Based on blockchain and distributed ledger technology, new business models and players have emerged.
The emerging financial landscape including decentralized finance with new digital/virtual asset classes, new business activities products and services and expanded customer segments and access present opportunities, rewards and risks with attendant, legal, regulatory and compliance considerations.
Total Training Duration / CPD Hours: 8
AI Applications in Asset and Wealth Management
This course provides finance professionals with a comprehensive understanding of how artificial intelligence can enhance investment decision-making and client advisory.
The programme covers the use of AI for asset allocation, portfolio construction, risk modelling, stress testing, and the delivery of hyper-personalised wealth solutions. Through real-world case studies and practical frameworks, participants learn how to gather and interpret data, evaluate AI-driven products, and deploy AI-powered tools to improve client engagement and investment outcomes.
The programme also addresses the ethical, conduct, and operational risks associated with AI adoption, equipping learners with the principles and judgment needed to integrate AI responsibly and effectively in a rapidly evolving digital investment landscape.
Total Training Duration / CPD Hours: 18
This programme is taught by Faculty with practitioners and seasoned industry experience in domain areas of expertise. Click here to view the list.
Minimum Entry Requirements
Graduation Criteria
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
Certification
WMI Certification:
Advanced Diploma:
Note:
Click here to read more about the 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.
| Modules | Intake 1 (Face-to-Face) | Intake 2 (Face-to-Face) | Intake 3 (Online) | Intake 4 (Online) |
|---|---|---|---|---|
| Dalio Market Principles Online | 16 January - 6 June 2026 (Online) | - | - | - |
| CPBL1 - Wealth and Legacy Planning | 6 April 2026 | 26 August 2026 | 2 October 2026 | - |
| Certificate in Introduction to ESG Advisory | 21 April 2026 | 10 July 2026 | - | 15 September 2026 |
| Certificate in Multi-Asset Investing | TBC (August 2026) | - | - | - |
| Compliance Risk & Compliance Culture | 26 & 27 March 2026 | - | - | - |
| Certificate in Introduction to Alternative Investing | 17 April 2026 | 4 November 2026 | - | - |
| Modules | Intake 1 (Face-to-Face) | Intake 2 (Face-to-Face) | Intake 3 (Online) | Intake 4 (Online) |
|---|---|---|---|---|
| AI Applications in Wealth Management | 15 June 2026 (TBC) | - | - | - |
| AI Applications in Asset Management | 5 August 2026 | - | - | - |
| Certificate in Philanthropy and Social Impact | 13 & 14 April 2026 | 27 & 28 April 2026 | 24 & 25 August 2026 (F2F) | 17 & 18 September 2026 (F2F) |
| CPBL1 - Client Management Skills | 7 & 8 May 2026 (Course), 11 May 2026 (RP Assessment) | 18 & 19 August 2026 (Course), 20 August 2026 (RP Assessment) | - | 27 & 28 October 2026 (Course), 30 October 2026 (RP Assessment) |
| Certificate for Family Office Practitioner – Managing Family Dynamics | 30 March 2026 | - | - | - |
| Certificate for Family Office Practitioner – Family Office Investments | 18 May 2026 | - | - | - |
