AI Applications in Wealth Management
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| Next intake on 12 October 2026 | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
Programme Overview
This course empowers wealth managers to integrate AI tools into client advisory and engagement process. Participants will deep dive into how Agentic AI empowers wealth managers to understand customer needs, provide personalised advices and spot any red flags in relations. Participants will learn how to gather relevant data and deploy AI-powered solutions for enhanced client engagement.
The course also examines the risks associated with AI adoption, including ethical and conduct considerations, and guides participants in monitoring, mitigating, and evaluating these risks. Through practical frameworks, learners will be equipped to implement ethical principles and resolve dilemmas with sound judgment in a fast-evolving digital wealth management and client advisory landscape.
Learning Outcomes
By the end of this course, participant will learn to:
- How AI tools can be leveraged and applied as an enabler in the client engagement process and in investment decisions and processes.
- Real-world applications of AI in client relationship management and investing through case studies.
- Utilise AI-powered client engagement & advisory solutions.
- Explain the various risks arising from the use of AI in investment and portfolio management
- Monitor and mitigate risks arising from the use of AI in client relationship management and investment including ethics and conduct.
- Determine and gather the data required for conducting client engagement and risk analyses
- Evaluate risk management processes.
- Explain and implement ethical principles in the use of AI in investment and portfolio management
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Who Should Attend
This programme is designed for professionals in the financial services industry who work with high‑net‑worth clients or support wealth management functions. It is ideal for those seeking practical skills in applying artificial intelligence (AI) and machine learning (ML), as well as an understanding of the related compliance, ethical and risk considerations.
The programme is especially relevant for:
- Client‑facing wealth and investment professionals
Relationship Managers, Investment Counsellors, Investment Management Professionals, Financial Advisors, and those supporting these functions who want to deepen their use of AI in client advisory, portfolio management, AML, and compliance processes. - Risk, governance, and support professionals
Compliance, legal, risk management, IT professionals, accountants, consultants, audit specialists, 1.5 Line of Defence practitioners, and other functions supporting financial services who wish to develop AI skills relevant to AML and compliance risk management.
Job families: Asst. Relationship Manager and Relationship Manager, Private Banking and Retail Banking, Investment Counsellor, Financial Planner Compliance, legal, risk management, IT professionals, accountants, consultants, audit specialists
Minimum Entry Requirements
- Minimum Age: 24 years of age
- Minimum Education: Diploma or equivalent
- Minimum Work Experience: 2 years of working experience
Useful Links
Certification
Participants who successfully complete the programme will be awarded:
Fees and Funding
| Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |
|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Self-Sponsored |
Fees and Funding
| 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
| Modules | Fees after Subsidy (incl. of GST) | Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) |
|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR Company Sponsored/Self Sponsored | Singaporean Aged 40 & Above Company Sponsored/Self Sponsored | |
| Singaporean Aged Below 40 / PR | ||||
| Company Sponsored/Self Sponsored | ||||
| Singaporean Aged 40 & Above | ||||
| Company Sponsored/Self Sponsored | ||||
| Course Fees | 1,300.00 | 1,417.00 | 767.00 | 507.00 |
Fees and Funding
Core Modules | Full Fees (S$) | 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:
Prices shown are based on the prevalent IBF-STS subsidies. T&Cs apply.
Click here to read more about the terms & conditions governing registration, payment, cancellation, deferment and no-show.
Eligible SG citizens may utilise SkillsFuture Credit 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.
#Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This may include materials fees, registration fees and misc fees.
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.
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
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