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The Certificate in Fundamentals of Investments (CFI) is a cohort-based blended learning programme for you to gain foundational knowledge about investments and asset management. This programme is designed for those considering a career in asset management and are looking for a flexible, and engaging way to learn the topic. You will gain an understanding of the asset management landscape, 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 a renewed understanding of markets and what it takes to succeed in investments and asset management.
CFI consists of 4 modules over 10 weeks. Each module is a blend of online and in-person learning:
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.
This module introduces you to the world of asset management and consists of a blend of investment concepts and industry knowledge. You will learn about client segments, common investment styles, and asset classes. You will also consider the significance of diversification, asset allocation, and emerging trends in the industry. By the end of the module, you will be able to articulate underlying considerations of an asset manager who manages funds on behalf of clients.
This module introduces you to the economic machine and its impact on investments. You will learn about short-term and long-term debt cycles, two of the most important forces driving economic performance. You will also discuss financial crises, policy responses, and the changing geopolitics that influence economic market outcomes. By the end of the module, you will be able to analyse today’s asset markets through a macroeconomics lens.
This module introduces participants to the skill of reading financial statements. You will learn about the components of a financial report, financial ratios, and their calculations. You will also discover how financial statements can help asset managers identify a firm’s performance, value and potential risks. By the end of the module, you will be to interpret financial data for the purposes of making smart investment decisions.
This module combines learning from the previous sessions and introduces an approach for portfolio construction. You will enhance your understanding of what drives investment performance across asset classes and through economic cycles. You will then explore key principles of building alpha and beta investment portfolios.
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
All modules have been individually accredited to IBF-Standards Training Scheme and are eligible for IBF funding.
Certification
Participants who successfully complete the programme will be awarded:
WMI Certification
Note:
A non-refundable and non-claimable application fee of S$85 is required upon application submission.
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 90% course fee subsidy under the IBF Standards Training Scheme (IBF-STS). Singaporeans will also be able to offset remaining course fees using their Post-Secondary Education Account (PSEA) and SkillsFuture Credit.
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.