Certificate in Digital Assets Investment Strategies and Risks

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Programme Overview

Digital assets have developed into a recognised area of interest for private banks, asset managers and family offices. Client enquiries have increased, particularly around Bitcoin, stablecoins, market access, and portfolio relevance.

While the asset class remains volatile and subject to evolving regulation, it is increasingly discussed alongside traditional assets in portfolio construction and advisory conversations.

The WMI Certificate in Digital Assets Investment Strategies and Risks is designed for investment professionals seeking a clear, balanced and practical understanding of digital assets, with a focus on portfolio relevance and client advisory.

This programme provides a structured and practical overview of digital assets, focusing on what is relevant for investment professionals. It aims to build a clear understanding of the ecosystem, the major assets, the investment case, the associated risks, and the available implementation options.

Participants will be better equipped to assess digital assets in a portfolio context and to address client questions with clarity and consistency.

Key Topics Covered

1. Digital Assets Industry

Market evolution, key participants and infrastructure
Role of blockchain in financial applications
Market size and latest development

2. Bitcoin and Major Digital Assets

Characteristics, behaviour and key narratives
Bitcoin’s positioning within portfolios
Bitcoin as Digital Gold narrative
Bitcoin compared to other major digital assets

3. Stablecoins & Asset Tokenization

Stablecoin characteristics
Use cases, market adoption and future outlook

4. Market Access and Investment Vehicles

Direct exposure, ETFs, funds and structured products
Execution considerations and market structure

5. Custody, Structuring and Operations

Custody models and associated risks
Key operational considerations for investors

6. Portfolio Construction and Risk Management

Allocation approaches and diversification
Volatility, correlation and risk factors

7. Current Investor Considerations and Real Cases

Overview of current questions raised by private clients
Practical illustrations of allocation decisions
Key takeaways for structuring client discussions and managing expectations

Learning Outcomes

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

Develop a structured understanding of the digital assets ecosystem, including Bitcoin, stablecoins, market dynamics, and key participants
Explain Bitcoin and major digital assets in a clear investment context, including their characteristics, behaviour and positioning
Form a balanced and informed view of opportunities, risks and limitations across the asset class
Understand the main investment vehicles and market access routes, including direct exposure, funds and structured products
Apply core investment and risk management principles to digital assets, including allocation, diversification and portfolio integration
Assess and manage risks associated with digital assets, including market, operational and regulatory considerations, with reference to Singapore and other jurisdictions
Engage with clients and stakeholders with greater clarity and confidence on Bitcoin, stablecoins, major digital assets and their role within portfolios

Our expansive suite of programmes is practice-based and firmly grounded in real-world application, designed to help you meet the dynamic demands the financial sector in Singapore. We work with renowned academics, thought leaders and industry veterans from around the world to design programmes that build future-ready capabilities. By bridging theory with practice, we ensure our students are well-equipped to invest in a better tomorrow.

Source: Post-programme surveys conducted in 2024

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Who Should Attend

Private Banking and Wealth Management Professionals
Asset Management and Investment Professionals
Family Offices
Professional Services
Professionals serving clients who may invest in digital assets

Useful Links

Certification

Participants who successfully complete the programme will be awarded:

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Singaporean Aged Below 40 / PR	Singaporean Aged 40 & Above

Fees and Funding

Certification
Modules	Fees after Subsidy (incl. of GST)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)

Certification
Category

²


¹		Not Applicable

¹ For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.

² Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Singaporean Aged Below 40 / PR Company Sponsored/Self Sponsored	Singaporean Aged 40 & Above Company Sponsored/Self Sponsored
Singaporean Aged Below 40 / PR
Company Sponsored/Self Sponsored
Singaporean Aged 40 & Above
Company Sponsored/Self Sponsored
Course Fees	2,000.00	2,180.00	1,180.00	780.00

Fees and Funding

Certification
Core Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST		Singaporean Aged Below 40 / PR	Singaporean Aged 40 & Above
Company Sponsored/Self Sponsored	Company Sponsored/Self Sponsored

Note:

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 www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS.

Eligible SG citizens may utilise Skillsfuture Credits to offset course fees. This is only applicable for the regular Skillsfuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.

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

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

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 70% 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.