Online Learning

Certificate in Fundamentals of Investments

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Programme Overview

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:

  • 5 hours of self-paced eLearning via rich multimedia content, interactive scenarios, forums, and quizzes
  • 1 hour of contact time with faculty to meet as a cohort, consolidate the learning, discuss key issues, and address queries


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

Certified Private Banker (CPB) Level 2

Certified Private Banker (CPB) Level 3