Family Office

Certificate in Long-Term Investing

Programme Overview

The Certificate in Long-Term Investing is led by faculty from GIC, a global long-term investor that manages Singapore’s foreign reserves. It is designed to provide participants with a comprehensive understanding of various investment strategies across different asset classes. The ultimate goal of this programme is to help participants understand how to achieve good long-term returns. Participants will analyse and apply insights from selected GIC case studies. This course is part of the Dalio Market Principles Program at WMI.

Upcoming Dates

Learning Outcomes

At the end of the programme, the participants will be able to:


  • Understand the real-world challenges and opportunities of investing for the long term
  • Develop a discerning perspective across asset classes guided by long-term orientation, while navigating through market cycles and investment paradigms
  • Assess key investment decisions such as implementation, divestment and portfolio construction across traditional and alternative investments
  • Apply key frameworks, tools and techniques for investment decision-making

Download programme brochure

Who Should Attend

Professionals in the following domains:

  • Family Offices
  • Asset Managers and Asset Allocators
  • Investment Advisors and Counsellors
  • Wealth Managers, Financial Services Professionals and Advisors

Useful Links


Participants who successfully complete the programme will be awarded: 



This programme is accredited under Certificate in Long Term Investing (TGS-2023021865) 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).



Upon completion, participants will be:


  • Eligible for 15 CPD Hours
  • Awarded the WMI Certificate in Long Term Investing


About IBF Certification

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

  • Portfolio and Investment Risk Management PL5


Participants are encouraged to access the IBF 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


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


SkillsFuture Credits can be utilised to offset the balance of the programme fees after IBF subsidy. Do note that SkillsFuture Credits cannot be used to offset Application Fees.


Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Family Office” 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.


Certificate in Long Term Investing (Cohort 1) - In-person class - 20 & 21 Jun 2023


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