Online Learning

Certificate in Fundamentals of Investments

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Programme Overview

Ever considered a career as an asset manager? If you’re an undergraduate or fresh graduate considering your career pathways, or a mid-career professional looking to pivot to asset management, our Certificate in Fundamentals of Investments (CFI) is tailored for you to pick up fundamental knowledge about investments and asset management in a flexible and engaging way.

Our cohort-based, blended learning programme gives you an understanding of the asset management landscape, the impact of global macro cycles on investment performance, financial statements from an investor’s lens, and building an investment portfolio for the long-term. By the end of the programme, you will emerge with sufficient knowledge to give your asset management career a head start.

More than fundamental knowledge in investments, you will also understand what really matters to your stakeholders, so you will appreciate what is happening in the markets and be able to articulate trending developments to your peers and clients.

Our faculty staff have years of real-world experience in asset management, investments and the banking sector. Get to know mentors, prospective employers and fellow peers in the industry.

Upcoming Dates


CFI consists of 4 modules over 8 weeks. Each module comprises 5 hours of self-paced eLearning with infographics, videos, case studies, forum discussions, knowledge check activities, and a graded quiz. There will also be an optional 1 hour contact time with the instructor for you to get an opportunity to meet as a cohort, discuss key issues, and address queries about the topic.


The modules can be taken individually or together. Upon successful completion of all modules, you will be awarded a WMI Certificate in Fundamentals of Investments. You will also be invited to Markets Fair, which is a career networking session with asset management companies.

Interested Participants Also Enquired About:

Advanced Diploma in Wealth Management Old

Certified Private Banker (CPB) Level 2

Certified Private Banker (CPB) Level 3