Certificate in Fundamentals of Investments
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Programme Overview
Ever considered a career as an asset or wealth management professional? If you’re an undergraduate or fresh graduate considering your career pathways, or a mid-career professional looking to pivot to asset management or wealth management, our Certificate in Fundamentals of Investments (CFI) is tailored for you to pick up fundamental knowledge about investments and asset management in a flexible and engaging way.
Our cohort-based, blended learning programme gives you an understanding of the asset management landscape, the impact of global macro cycles on investment performance, financial statements from an investor’s lens, and building an investment portfolio for the long-term. By the end of the programme, you will emerge with sufficient knowledge to give your asset management or wealth management career a head start.
More than fundamental knowledge in investments, you will also understand what really matters to your stakeholders, so you will appreciate what is happening in the markets and be able to articulate trending developments to your peers and clients.
Our faculty staff have years of real-world experience in asset management, investments and the banking sector. Get to know mentors, prospective employers and fellow peers in the industry.
Modules
CFI consists of 4 modules over 8 weeks. Each module comprises 5 hours of self-paced eLearning with infographics, videos, case studies, forum discussions, knowledge check activities, and a graded quiz. There will also be an optional 1 hour contact time with the instructor for you to get an opportunity to meet as a cohort, discuss key issues, and address queries about the topic.
The modules can be taken individually or together. Upon successful completion of all modules, you will be awarded a WMI Certificate in Fundamentals of Investments. You will also be invited to Markets Fair, which is a career networking session with asset management companies, banks and other financial institutions.
Module 1: Introduction to Investments
This module introduces you to the world of asset management and consists of a blend of investment concepts and industry knowledge. You will learn about client segments, common investment styles, and asset classes. You will also consider the significance of diversification, asset allocation, and emerging trends in the industry. By the end of the module, you will be able to articulate underlying considerations of an asset manager who manages funds on behalf of clients.
Module 2: Economics of Money and Markets
This module introduces you to the economic machine and its impact on investments. You will learn about short-term and long-term debt cycles, two of the most important forces driving economic performance. You will also discuss financial crises, policy responses, and the changing geopolitics that influence economic market outcomes. By the end of the module, you will be able to analyse today’s asset markets through a macroeconomics lens.
Module 3: Understanding Financial Statements
This module introduces participants to the skill of reading financial statements. You will learn about the components of a financial report, financial ratios, and their calculations. You will also discover how financial statements can help asset managers identify a firm’s performance, value and potential risks. By the end of the module, you will be to interpret financial data to make smart investment decisions.
Module 4: Investing Through Cycles
This module combines learning from the previous sessions and introduces an approach to investing for the long term. You will discuss the importance of investing in asset classes such as equities, fixed income, commodities, and foreign exchange. You will then learn about the drivers of investment performance across economic cycles and how to harness this knowledge to build a diversified and effective investment portfolio.
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Who Should Attend
- Students and fresh graduates considering a career in investments and asset management
- Mid-career professionals and cross-sector convertees planning to switch to investments and asset management
- Anyone looking to upgrade their knowledge of financial and investment products
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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 | |
| CPBL1 – Client Relationship Management | 2,086.50 | 2,086.50 | 331.50 | 208.65 |
| CPBL1 – Digital Wealth Management | 722.25 | 722.25 | 114.75 | 72.23 |
| CPBL1 – Ethical Conduct | 321.00 | 321.00 | 51.00 | 32.10 |
| CPBL1 – Investment Advisory | 1,364.25 | 1,364.25 | 216.75 | 136.43 |
| CPBL1 – Market Specialisation | 1,284.00 | 1,284.00 | 204.00 | 128.40 |
| CPBL1 – Wealth Planning | 1,364.25 | 1,364.25 | 216.75 | 136.43 |
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 | |
| Module 1: Introduction to Investments | 600.00 | 648.00 | 348.00 348.00 | 228.00 228.00 |
| 348.00 | 348.00 | |||
| 228.00 | 228.00 | |||
| Module 2: Economics of Money and Markets | 600.00 | 648.00 | 348.00 348.00 | 228.00 228.00 |
| 348.00 | 348.00 | |||
| 228.00 | 228.00 | |||
| Module 3: Understanding Financial Statements | 600.00 | 648.00 | 348.00 348.00 | 228.00 228.00 |
| 348.00 | 348.00 | |||
| 228.00 | 228.00 | |||
| Module 4: Investing Through Cycles | 600.00 | 648.00 | 348.00 348.00 | 228.00 228.00 |
| 348.00 | 348.00 | |||
| 228.00 | 228.00 | |||
| Total | 2,400.00 | 2,592.00 | 1,392.00 1,392.00 | 912.00 912.00 |
| 1,392.00 | 1,392.00 | |||
| 912.00 | 912.00 |
Fees and Funding
| Modules | Fees after Subsidy (incl. of GST) | Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) |
|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR Company Sponsored/Self Sponsored | Singaporean Aged 40 & Above Company Sponsored/Self Sponsored | |
| Singaporean Aged Below 40 / PR | ||||
| Company Sponsored/Self Sponsored | ||||
| Singaporean Aged 40 & Above | ||||
| Company Sponsored/Self Sponsored | ||||
| Module 1: Introduction to Investments | 300.00 | 327.00 | 177.00 | 117.00 |
| Module 2: Economics of Money and Markets | 300.00 | 327.00 | 177.00 | 117.00 |
| Module 3: Understanding Financial Statements | 300.00 | 327.00 | 177.00 | 117.00 |
| Module 4: Investing Through Cycles | 300.00 | 327.00 | 177.00 | 117.00 |
| TOTAL | 1,200.00 | 1,308.00 | 708.00 | 468.00 |
Fees and Funding
Core Modules | Full Fees (S$) | 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:
This programme is accreditated 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.
NTUC members enjoy 50% unfunded# course fee support for up to $250 each year when you sign up for courses supported under Union Training Assistance Programme (UTAP). NTUC members aged 40 and above will get increased funding support from $250 to $500.
#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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