| Next intake on 22 – 24 Sep 2025 | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
This course introduces learners to key concepts and strategic approaches for investing for family offices, based on the market principles developed by global macro investor Ray Dalio, Founder and CIO Mentor of Bridgewater Associates. Learners will explore core concepts such as economic cycles, building strong alpha and beta portfolios in a family office context, selecting and building a portfolio of good fund managers, portfolio risk management and designing family office investment teams.
This course strongly emphasises real-world applications for family offices, with case studies, interactive sessions and practical tools. Learners will gain insights on how to navigate market volatility, invest through economic cycles, and make informed, data-driven investment decisions through a fundamental, systematic and diversified approach.
By the end of the course, learners will be equipped to optimise portfolio performance, safeguard assets, and position their family office for long-term, multi-generational growth.
Upon completion of the course, participants will be able to:
Family Office Principals and Professionals
Useful Links
| Modules | Full Fees (S$) |
Fees and Fundings | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
| Modules | Full Fees (S$) |
Fees and Fundings | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
Singaporean Aged Below 40 / PR
|
Singaporean Aged 40 & Above
|
||||
| Modules | Fees after Subsidy (incl. of GST) |
Fees and Fundings | |||||
|---|---|---|---|---|---|---|---|
Singaporean/PR
|
Singaporean Aged 40 & Above
|
||||||
| Programme Fee |
|---|
Modules |
Full Fees (S$) |
Fees and Fundings | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
|
||||
Course Fees |
4,000.00 | 4,360.00 | 2,360.00 | 1,560.00 | |||
Modules |
Full Fees (S$) |
Fees and Fundings | ||
|---|---|---|---|---|
| Before GST |
|
|
||
Note:
The fees listed above are after IBF-STS funding. Any discrepancies in registration details or failure to meet minimum IBF academic requirements will result in an unsuccessful IBF reimbursement claim and students will be liable for the full tuition fees. For funding eligibility criteria and more information regarding the funding, please visit https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS.
Eligible SG citizens may utilise SkillsFuture Credits to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.
Global-Asia Family Office Circle (GFO Circle) Members are entitled to a 10% discount across “Investing and Asset Management” programmes. Click here for more information on GFO Circle membership.
The information above is correct at the time of publication. The Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
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.
| Modules |
|---|
| Modules |
|---|
| Modules |
|---|
Participants who successfully complete the programme will be awarded:
Accreditation
This programme is accredited under Certificate for Strategic Investing in Family Offices (TGS-2025052667) by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg
Certification
Upon completion, participants will be:
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Participants are encouraged to access the (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified.
Research
GFO Circle
Media
Connect With Us
