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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 list.
This course provides a good overview of the Asset and Wealth Management industry and the various sub-sectors within. Participants will learn about the fundamentals of financial markets and understand how to make sense of the world around us, including implications of geopolitical events. Participants will also be introduced to key asset classes, and thereafter, be introduced to basic principles of Asset Allocation. They will also learn about common investment styles and strategies employed by various asset managers. Finally, participants will also be introduced to concepts around different behavioural biases and how these influence and affect investing decisions, portfolio management and market behaviour.
Classroom Hours: 26
Having a clear understanding of the compliance rules and regulations governing asset management is critical for operating in the industry. However, just knowing the rules is not enough. This course also teaches participants 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 also provides a good compass in situations of ethical and moral dilemmas.
Core Hours: 13
Classroom Hours: 13
This course will provide an overview of the various sources of investment data and how asset managers use such data. Participants will gain an understanding of how to organize such data and how to read/analyse them, how data becomes useful information.
Classroom Hours: 13
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 course 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.
Classroom Hours: 19.5
This course provides an introduction to the basic technical building blocks in asset management, starting with an overview of the various investment fund vehicles. Participants will also be taught what are the key indicators of fund performance, how a fund is priced and learn how to read a fund factsheet. An overview of key functions supporting an asset management organisation will also be taught, for eg the fund settlement process. Participants will also learn about fund legal structures in various countries, and fund passporting.
Core Hours: 2.5
Classroom Hours: 13
This course provides a good overview of the basic technical and commercial building blocks required when assessing and executing a private markets investment opportunity. For each alternative assets class type, participants will learn how to build an investment case, diligence a target company including what to look for in financial statements beyond just the numbers, and work through a standard investment process towards completion. Participants will gain an understanding of function and mechanics of key terms in a typical transaction. The course will provide an overview of post-investment related priorities, workstreams and risks, and finish with giving insight on key realization routes and strategies.
Classroom Hours: 13
This course aims to teach participants the importance of Strategic Vision & Critical Thinking in the Digital Age. Participants will also learn key communication skills and be taught how to make effective pitches to clients.
Classroom Hours: 13
This course first provides an overview of technologies disrupting (or enabling) the asset management industry. Participants will also learn about the various possible applications of Artificial Intelligence and Machine Learning in Investing and gain an understanding of Robo Advisory and its value proposition as well as constraints.
Classroom Hours: 13
This course provides a good overview of ESG & Sustainable Investing. Participants will learn the fundamentals of Environmental, Social and Governance “ESG” considerations and why its increasingly important when assessing investments but also the importance of post investment monitoring and application of higher standards. Participants will learn the important role LPs such as SWF, PFs and Endowments play in advocating ESG standards, where we are, how differently ESG standards is viewed across the world stage, and what still needs to be done to really achieve Sustainable Investing. Participants will also be taught the basics of Sustainable Investing and understand best practice, illustrated with case studies.
Classroom Hours: 13
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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:
A non-refundable and non-claimable application fee of S$85 is required upon application submission.
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.
Dates published may be subject to change.
The session delved into many fundamental concepts of asset management, that will be effective for knowing as we’re working in this industry. Interactive session where we were encouraged to share our views and actively participate. This greatly helped to reinforce the concepts learnt.
GIC Participant
Thanks WMI for consistently inviting great trainers from the industry, who are also dedicated to offer great courses and lessons from their wealth of experiences, and tapping on their network, to help us appreciate the Finance and Asset Management industry. The ADAM series has exceeded my expectations greatly. Thank you for the training and knowledge giving to us, from the wealth of very well qualified trainers. Great learning environment set up by the team.
Inaugural Intake ADAM Graduate