The Advanced Diploma in Asset Management (ADAM) is a structured and comprehensive training programme which equips new entrants and existing professionals with skills and topics relevant to the asset management, private equity and venture capital sectors. Taken together, the 9 modules provide a strong foundation for new / emerging talent and cross-sector convertees, as well as upskilling of existing talent in these sectors and are intended to lead to an Advanced Diploma certificate. Designed to align with industry standards, the ADAM is built on 4 key pillars:
Two modes of study: Standalone and/or Stackable
Each module covers different topics and subject matters. They can be taken individually or together, to cater to the varying focus and interests of each firm, talent and professional. A participant who passes all nine modules will be awarded the Advanced Diploma in Asset Management certification.
The Programme is designed to be modular and work-friendly. Classes are conducted about 2-5 days per month, allowing participants to harness the best of learning from both classroom and on-the-job immersion. Each module is individually accredited under IBF-STS.
This is our faculty who has been convened to impart their expertise and experience to you. Click here to view the list.
Discover the ins and outs of the dynamic asset management industry. Learn about financial markets, asset classes, and investment styles, as well as the impact of geopolitical events and emotional biases on decision-making, portfolio management and market behaviour. With these skills, you’ll be equipped to confidently navigate the asset management industry and provide valuable insights to your team and clients.
Classroom Hours: 26 hours
A clear understanding of the compliance rules and regulations governing asset management is critical for operating in the industry. However, it is not enough to know the rules. This module also teaches you that ethical conduct goes beyond what is required by law. It forms the backbone of an enduring and trusting relationship with clients and investors, and provides a good compass in situations of ethical and moral dilemmas.
Classroom Hours: 13 hours
In today’s fast-paced investment landscape, access to accurate and timely data is essential for success. This module provides you with an overview of the various sources of investment data and teaches you how to extract, evaluate, organise, and analyse data to make informed investment decisions for your team and clients.
Classroom Hours: 13 hours
Alternative investments are growing in popularity as a means of diversification within an investment portfolio. This module provides an excellent introduction to the different types of alternative assets, their risk-reward profiles, and how to use them effectively within an investment portfolio. You will also learn how to identify and address some common misperceptions of investing in alternatives.
Classroom Hours: 19.5 hours
This module provides an overview of the technical building blocks for asset management. Learn about different investment fund types and structures, and how to evaluate their fact sheets, pricing, fees, and performance. Examine the challenges and opportunities faced by asset management firms and gain insights into the supporting functions that make it all possible.
Classroom Hours: 13 hours
Private markets offer investors return and diversification benefits that may not be available through publicly traded assets. This module teaches you how to assess and execute a private equity and venture capital investment opportunity. Learn to build an investment case, do diligence on a target company, and work through a standard investment process towards completion. Gain insights into post-investment related priorities, workstreams, risks and exit strategies.
Classroom Hours: 13 hours
A significant part of an asset manager’s work with investors is clarity in communication. This module teaches you how to understand individual and institutional clients and employ an advisory model based on their needs. You will also practise applying communication techniques to build rapport with clients, make effective pitches, and manage stakeholders.
Classroom Hours: 13 hours
This module provides an overview of the technologies disrupting the asset management industry. Learn how Artificial Intelligence and Machine Learning are revolutionising the investment process. Gain insights into the emergence of Robo-advising, including its value proposition, constraints, and impact on the industry. By the end of this module, you will be able to navigate the rapidly evolving asset management landscape.
Classroom Hours: 13 hours
As investors are more conscious of environmental, social, and governance (ESG) factors, it is essential to stay ahead of the curve. Gain an appreciation of why ESG considerations are increasingly important for asset management. Explore the current state of ESG investing, differing ESG standards and practices across the world, and the work that still needs to be done to truly achieve sustainable investing.
Classroom Hours: 13 hours
Minimum Education: Bachelor’s Degree or equivalent
TOEFL score: > 100 or IBT ELTS score: > 6.5, if English was not the medium of instruction used at the undergraduate level
Graduation Requirement
To attain the Advanced Diploma, participants will need to complete all modules totaling 136.5 hours and achieve a minimum CGPA of 2.5. The maximum period to qualify for the Advanced Diploma is 3 years from the date of admission into the programme.
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
All modules have been individually accredited to the IBF Standards Training Scheme and are eligible for IBF funding and CPD hours.
Certification
WMI Certification
Advanced Diploma
IBF Certification
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).
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 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.
Dates published may be subject to change.
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