AI Applications in Asset Management

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AI Applications in Asset Management
	Next intake on 5 August 2026
	Up to 70% IBF Subsidy

Programme Overview

This course empowers professionals who play key roles in supporting asset and wealth management functions. Participants will explore AI-driven asset allocation, risk modelling, and stress testing using real-world case studies. They will learn how to gather relevant data, apply AI in portfolio construction, 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 investment landscape.

Learning Outcomes

By the end of this course, participant will learn to:

Understand how Gen AI can be applied as enabler and integrate AI tools into investment processes
Understand and apply AI-driven asset allocation and risk modelling.
Real-world applications of AI in 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 including FEAT principles and MindForge framework
Monitor and mitigate risks arising from the use of AI in investment and portfolio management, including FEAT principles and MindForge framework
Determine and gather the data required for conducting risk analyses, risk modelling and/or stress tests
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 ideal for financial industry professionals with at least two years of relevant experience who want to build practical skills in applying artificial intelligence (AI) and machine learning (ML) to asset management. It is also well suited for those seeking a deeper understanding of the compliance, legal, ethical, privacy, and risk considerations associated with AI adoption in financial services.

The programme is especially relevant for Relationship Managers, Investment Counselors, Investment Management Professionals, Financial Advisors, and those advising or supporting these functions who aspire to enhance their use of AI tools across client advisory, investment management, and AML and compliance risk management processes.

Job families: Product Manager, Product Development Manager, Portfolio Manager, Client Portfolio Manager, Fund Manager, Wealth Manager, Investment Counsellor, Business Manager

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

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	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	1,300.00	1,417.00	767.00	507.00

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:

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.