WMI’s practice-led curriculum will be delivered by top faculty who are leading subject matter experts in their field. Only through the expertise and experience of WMI and our faculty can this perfect blend of academia and industry be achieved in one specially curated programme.
The Advanced Diploma in Wealth Management qualification and achievement will form an important step towards lifelong learning and continuous upskilling of competencies. We look forward to starting this journey with you.
Each of the seven modules is individually crafted to impart knowledge capital for various skills, competencies and trends covering the full spectrum of wealth management related to the high-net-worth (HNW) client segment. Choose based on learning needs, job role or simply interest and curiosity.
Our Advanced Diploma in Wealth Management (ADWM) allows the learner to graduate with an academic qualification as well as an industry-recognised certification from the Institute of Banking & Finance Singapore (IBF).For those who wish to be accorded the Advanced Diploma, all seven modules and assessments should be completed within a span of three years. Persons with at least 3 years of relevant experience will, in addition, be eligible for IBF Level 2 Private Banking certification.
This is our faculty who has been convened to impart their expertise and experience to you. Click here to view the list.
This module promotes ethical conduct in the workplace. It focuses on commonly faced ethical dilemmas in the wealth management industry. Partnering with Dr Mary Gentile from Darden University, a key component of this module is the innovative “Giving Voice to Values” (GVV) approach to values-driven development.
The GVV curriculum will offer skills and tools for handling these dilemmas in the workplace in an authentic and results-oriented way.
This module will also cover regulations critical to the wealth management industry.
Total Training Duration / CPD Hours: 8
Core FAA CPD: 8
Core SFA CPD: 8
Online Hours: 8
This module aims to enhance the quality of investment recommendations from product to portfolio and from sell to advise.
The client’s risk profile, investment objectives, behavioural bias and product suitability are not static.
Monitoring them for changes will lead to effective portfolio optimization, and rebalancing through asset allocation models such as strategic and tactical, core and satellite, top-down thematic approach, bottom-up securities selection approach and investment versus economic cycle.
Total Training Duration / CPD Hours: 19.5
Core FAA CPD: 4
Core SFA CPD: 4
Classroom Hours: 15.5
Online Hours: 4
Knowing the risks and benefits each investment product brings is key to arriving at suitable recommendations.
Strategies include investment product rotation, sector rotation, style and factor investing for equities, fixed income, mutual funds, exchange-traded funds, alternatives and structured products.
Case studies and discussions will further demonstrate how these strategies can be applied and deployed over investment cycles in diverse situations.
Total Training Duration / CPD Hours: 19.5
Core FAA CPD: 5
Core SFA CPD: 5
Classroom Hours: 14.5
Online Hours: 5
This module aims to future-proof you for the digitalisation of financial services and wealth management.
Learn about its evolution in the global financial market, the various types of fintech and how institutions and regulators are adjusting to this disruptive force.
Artificial Intelligence, Blockchain and Cryptocurrencies bring both benefits and threats. They are best managed through an understanding of digital hygiene and integrity, cybersecurity, data analytics, and digital risk management in the new workspace.
Total Training Duration / CPD Hours: 19.5
Core FAA CPD: 3
Core SFA CPD: 3
Classroom Hours: 13.5
Online Hours: 6
This module will provide you valuable insights into wealth planning’s approach and effectiveness in helping clients and families attain long-term objectives, such as wealth preservation, inter-generational wealth transfer and succession planning.
Learn about the tools to uncover a client’s succession, philanthropic and financial needs, international tax concepts, family business governance and inter-generational wealth transfer challenges.
Gain insights on business succession, such as understanding the multinational nature of the family, ownership and family governance policies, family constitution and dispute resolution.
Total Training Duration / CPD Hours: 19.5
Core FAA CPD: 4
Core SFA CPD: 4
Classroom Hours: 15.5
Online Hours: 4
Managing client relationships is less an art and more a skill learned through structured frameworks and mastered through practice.
Understand what constitutes a successful client management strategy and apply this in acquiring new relationships and deepening existing ones.
A framework for establishing rapport and enhancing trust, effective negotiation techniques and strategies to expand connections will be covered.
Learn about the benefits of adopting a “business owner” approach in segmenting and building your client book through internal and external sources.
Role plays and class discussions will enable you to practice what has been learned.
Total Training Duration / CPD Hours: 19.5
Core FAA CPD: 4
Core SFA CPD: 4
Classroom Hours: 14.5
Online Hours: 5
Cross banking allows for a more holistic approach when serving clients’ needs.
Having a good understanding of common cross banking needs and how to engage specialists to develop suitable solutions is paramount to deepening client relationships.
This module goes through the common cross banking needs of high-net-worth clients and provides a framework for identifying these needs, developing solutions for them and managing their associated risks. It focuses on using credit and leverages in designing solutions for HNW clients.
Total Training Duration / CPD Hours: 19.5
Classroom Hours: 19.5
WMI will consider exceptions on a case-by-case basis and if needed, an interview may be requested.
Graduation Criteria
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
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).
SkillsFuture Credit can be utilised to offset the balance of the programme fees after IBF subsidy. It is not available for the Additional SFC (Mid-Career Support). Do note that SkillsFuture Credit cannot be used to offset Application Fees.
NTUC members enjoy 50% unfunded# course fee support for up to $250 each year when you sign up for courses supported under Union Training Assistance Programme (UTAP). NTUC members aged 40 and above will get increased funding support from $250 to $500.
#Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This may include materials fees, registration fees and misc fees.
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.
The published dates are subject to change based on the minimum number of students required to start a class.
*Both Investment Advisory and Investment Product Strategies have to be completed in the same intake.
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