Certificate in Multi-Asset Investing

On this page

Navigate the uncertain market confidently across multiple asset classes

Navigate the uncertain market confidently across multiple asset classes
	Next intake on 27 - 29 July 2026 (2.5 Days)
	Up to 70% IBF Subsidy and SkillsFuture Credit Claimable

Attended by industry leaders in wealth and finance

Programme Overview

In today’s turbulent market environment, how can you build a resilient investment portfolio that will see you through the highs and lows? It is critical to understand the market trends and developments in each asset class to achieve true diversification and performance over longer time horizons.

The Certificate in Multi-Asset Investing is a 2.5-day programme to help you better understand performance drivers in both public and private markets, and how to construct effective portfolios using a variety of different approaches.

Whether you are an asset allocator, portfolio manager, investment specialist, wealth advisor or family office professional, this programme will help you hone your ability to construct effective multi-asset strategies to achieve your investment objective.

Learning Outcomes

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

Develop investment strategies across public and private markets: Learn investment approaches and strategies across multiple asset classes for effective diversification.
Market analysis: Understand market complexities and their impact on portfolios, through comparisons of developed and emerging markets
Portfolio optimisation: Apply risk management and asset allocation strategies for a resilient portfolio.
Identify common friction points and challenges: Navigate challenges commonly encountered in executing investment strategies across diverse market conditions.
Hands-on portfolio construction: Construct diversified portfolios, integrating ESG factors and advanced theories such as mean-variance and risk parity approaches.

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 2022 and 2023.

Who Should Attend

Asset Managers
Wealth and Estate Planning Professionals
Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
Family Office Professionals
Family Trust Advisors and Consultants

Useful Links

Download programme brochure

Download now

Certification

Participants who successfully complete the programme will be awarded:

Fees and Fundings

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 Fundings

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
Application Fees	85.00	85.00	85.00 85.00	85.00 85.00
85.00	85.00
85.00	85.00
Tuition Fees	4,250.00	4547.50	1,572.50 722.50	1,572.50 722.50
1,572.50	722.50
1,572.50	722.50

Fees and Fundings

Certification
Modules	Fees after Subsidy (incl. of GST)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Application Fees	85.00	85.00	85.00	85.00	85.00
Tuition Fees	5,457.00	1,887.00	1,637.10	867.00	545.70

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 Fundings

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	4,250.00	4,632.50	2,507.50	1,657.50

Fees and Fundings

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.

Schedule

Dates published may be subject to change.

Schedule
Modules

Schedule
Modules

Schedule
Modules

FAQs

Are there any prerequisites for this programme?

What project/assessment will I work on during this programme?

What happens if I fail an assessment?

Is there a certificate granted at the end of the course?

Are there course fee subsidies available?

Singaporeans and Permanent Residents are eligible for enhanced funding support under the revised IBF Funding quantum from 1 January 2023. The fees listed 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. To be eligible for course fee funding from IBF, participants must meet the following criteria: Attain a minimum of 75% attendance, and Pass the required assessment(s) If a participant’s attendance is below 75% and/or has failed the assessment, full course fee (without funding) will be charged.

Do I need to apply the IBF funding myself or will WMI help me with the application?

Can I use SkillsFuture Credit to pay for the remaining course fee after funding?

If I apply for GFO membership, does it mean I'm entitled to 10% off after IBF funding?

Testimonials

Aimee Huang

Risk Associate

Avanda Investment Management

The lecturers were experienced and knowledgeable, making the class lively and engaging. Their clear communication and expert interpretations of concepts and markets provided invaluable insights. They did an excellent job condensing complex topics into the 2.5-day program, which fit well with my full-time work schedule. I learned a lot and thoroughly enjoyed the experience.