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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.
CFI consists of 4 modules over a period of 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.
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 are pending accreditation to IBF-Standards Training Scheme and will be eligible for IBF funding upon approval.
Certification
Participants who successfully complete the programme will be awarded:
WMI Certification
Note:
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).
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.
