Advanced Diploma in Wealth Management

Programme Overview

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.

Modules

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. 

Download programme brochure

Who Should Attend

  • Minimum Education: Diploma or equivalent
  • Minimum Work Experience: 3 years of relevant experience
  • Minimum English Language requirement (only if English was not the medium of instruction used at the highest qualification): TOEFL score > 100; IBT or IELTS score > 6.5.

 

WMI will consider exceptions on a case-by-case basis and if needed, an interview may be requested.

 

Graduation Criteria

 

  • Successful completion of all six 19.5-hour courses and assessments
  • Successful completion of the 8-hour Ethics, Regulatory Compliance & Client Onboarding (Online) course and assessment
  • Achieve a minimum CGPA of 2.50 at the completion of the Advanced Diploma
  • Complete the Advanced Diploma within 3 years from the date of admission of the first course taken
  • Successful recipients of the “Advanced Diploma in Wealth Management” who have at least 3 years of relevant or private banking experience and meet all other relevant IBF certification criteria can apply for IBF Certification under “IBF Advanced (Level 2) in Private Banking and Wealth Management – Sales & Relationship Management”. Companies will apply directly with IBF for this certificate on behalf of their sponsored participants.

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

IBF-STS

 

  • All modules have been individually accredited to IBF-Standards Training Scheme and are eligible for IBF funding and CPD hours.

Certification

Certification

WMI Certification

 

  • WMI Certificate of Achievement
  • CACS CPD hours (IBF-STS and Core FAA / SFA CPD)

 

Advanced Diploma

 

  • Upon meeting all Graduation Criteria listed below, participants will be awarded an “Advanced Diploma in Wealth Management” issued by Wealth Management Institute International Pte Ltd.

 

IBF Certification

 

  • Participants who successfully complete this Advanced Diploma in Wealth Management programme can apply with IBF for the certification title “IBF Advanced (Level 2) in Private Banking & Wealth Management (Relationship & Sales Management)”. T&Cs apply.
  • Eligible for waiver of CACS CPD hours in the current and following year upon attaining IBF Certification.
  • Please visit www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified for more information on the 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. 

Schedule

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.

Investment Advisory - In-person class - 18 & 19 Apr 2024
Investment Product Strategies - In-person class - 25 & 26 Apr 2024
Ethics, Regulatory Compliance & Client Onboarding - Online Access - 1 - 20 May 2024
Data Science and Fintech I - In-person class - 27 & 28 May 2024
Advanced Wealth Planning, Family Office and Business Succession - In-person class - 24 & 25 Jun 2024
Client Relationship Management - In-person class - 8 & 9 Jul 2024 (Course), 10 Jul 2024 (Role-Play Assessment)
Cross Banking - In-person class - 12 - 14 Aug 2024
Modules
Modules

Testimonials

Testimonials

Upcoming Dates

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