Certificate in Investment Principles
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Elevate your understanding of what drives the performance of assets and investment strategies
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
Trusted by industry leaders in wealth and finance
Programme Overview
When building portfolios, investors need to understand the fundamental drivers of investment performance to build a robust and resilient portfolio for today’s conditions.
In this programme, you will learn about the investment principles underpinning the approach pioneered by Ray Dalio and Bridgewater Associates —the All Weather portfolio. Understand what drives the performance of assets and investment strategies and how to design effective beta and alpha portfolios. Explore in detail the mechanics of return, risk, and diversification, and apply the principles by engineering portfolios and stress-testing performance across a wide range of economic and market environments.
You will also have the opportunity to directly put your learning into practice by building custom portfolios using practical tools and stress tests your portfolio through a wide range of historical bubbles and crises.
Programme Curriculum
- Mechanics for Building Portfolios: Total Return = Risk Neutral Position + Beta + Alpha
- Building the Best Portfolio of Betas
- Building the Best Portfolio of Alphas
- Engineering Portfolios and Stress-Testing
- Building a Portfolio for Today’s Conditions
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.
Who Should Attend
This course will be particularly relevant for teams in investment roles such as including portfolio management, investment analysis, asset allocation, investment product management, investment strategy and research. We recommend participants have a minimum of 3-7 years of experience in an investment role.
Useful Links
Download programme brochure
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 | 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 | |
| Application Fees | 85.00 | 85.00 | 85.00 85.00 | 85.00 85.00 |
| 85.00 | 85.00 | |||
| 85.00 | 85.00 | |||
| Tuition Fees | 5,700.00 | 6,099.00 | 2,109.00 969.00 | 2,109.00 969.00 |
| 2,109.00 | 969.00 | |||
| 2,109.00 | 969.00 |
Fees and Funding
| Modules | Fees after Subsidy (incl. of GST) | Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||
|---|---|---|---|---|---|
| Application Fees | 85.00 | 85.00 | 85.00 | 85.00 | 85.00 |
| Tuition Fees | 6,099.00 | 1,539.00 | 1,219.80 | 969.00 | 609.90 |
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR Company Sponsored/Self Sponsored | Singaporean Aged 40 & Above Company Sponsored/Self Sponsored | |
| Singaporean Aged Below 40 / PR | ||||
| Company Sponsored/Self Sponsored | ||||
| Singaporean Aged 40 & Above | ||||
| Company Sponsored/Self Sponsored | ||||
| Course Fees | 5,700.00 | 6,213.00 | 3,363.00 | 3,213.00 |
Fees and Funding
Core Modules | Full Fees (S$) | 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:
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
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FAQs
Testimonials
Jeremy Ching
Director, Managed Investment Advisory
Major Private Bank
The DMP is the only program I am aware of that provides a time-tested, principle-driven approach to understanding markets dynamics. It provides practical guidance to learning these concepts which is critical in cutting through the vastness of noise in financial markets today.
Cristina Ventura
General Partner
Major Venture Capital Firm
The DMP Program is a brilliant course which covers in depth the market cycles and global dynamics that drive the investment environment. I look forward to applying the macro investment perspective covered in this course alongside my firm’s detailed analysis, to help create an integrated investment approach and create sustainable value for all stakeholders.
Riady
Managing Director
Leading Single Family Office
The DMP Program provided a pragmatic approach to portfolio and risk management, and I have certainly benefitted from Ray Dalio’s timeless insights and wisdom. Highly recommended for anyone looking to broaden their understanding macro analysis and market forces.
Sandeep Maheswari
Director
Wealth Management at Multi-family Office
The DMP program’s curriculum is effective in conveying Ray's principles with real-world insights. It gives insights into how experts tackle market fluctuations by thinking through various economic cycles and the interplay of various asset classes. I incorporate several key principles in my practice with success.
Jeremy Ching
Director, Managed Investment Advisory
Major Private Bank
The DMP is the only program I am aware of that provides a time-tested, principle-driven approach to understanding markets dynamics. It provides practical guidance to learning these concepts which is critical in cutting through the vastness of noise in financial markets today.
Cristina Ventura
General Partner
Major Venture Capital Firm
The DMP Program is a brilliant course which covers in depth the market cycles and global dynamics that drive the investment environment. I look forward to applying the macro investment perspective covered in this course alongside my firm’s detailed analysis, to help create an integrated investment approach and create sustainable value for all stakeholders.
Riady
Managing Director
Leading Single Family Office
The DMP Program provided a pragmatic approach to portfolio and risk management, and I have certainly benefitted from Ray Dalio’s timeless insights and wisdom. Highly recommended for anyone looking to broaden their understanding macro analysis and market forces.
Sandeep Maheswari
Director
Wealth Management at Multi-family Office
The DMP program’s curriculum is effective in conveying Ray's principles with real-world insights. It gives insights into how experts tackle market fluctuations by thinking through various economic cycles and the interplay of various asset classes. I incorporate several key principles in my practice with success.
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