The Advanced Diploma in Investment and Wealth Management (ADIWM) is a leading programme specially designed for those who want to build deeper expertise as an investment or wealth management professional.
ADIWM provides a specialised and structured learning pathway for Investment and Wealth Management professionals in financial services as well as those who are looking to join the sector, to acquire technical skills and competencies as defined under the Asset Management, Family Office, Private Banking and Wealth Management job families within the national Skills Framework for Financial Services, jointly developed by the Institute of Banking and Finance Singapore (IBF), the Monetary Authority of Singapore (MAS), SkillsFuture Singapore (SSG) and Workforce Singapore (WSG).
ADIWM provides a solid foundation and enables its graduands to network with like-minded professionals working in Financial Advisory, Family Office and Wealth Management sectors, and potentially seek career opportunities in these areas as well.
ADIWM offers a more flexible structure, being designed with core modules and elective module tracks for those who wish to delve deeper into specialist elective area. ADIWM is structured with 6 core modules which are mandatory to be undertaken, and a selection of one out of 5 electives.
The core modules represent fundamental principles and content common across investment and wealth management disciplines. The elective modules help participants explore and develop their areas of focus and/or specialisation.
The module comprises of two parts.
Investment Principles module offers an immersive online experience, designed to equip participants with a profound understanding of market dynamics, cycles, and proven investment strategies. Crafted for both novices and seasoned professionals, this asynchronous learning platform allows learners to explore Dalio’s groundbreaking principles at their own pace. With a blend of rich content, real-world case studies, and interactive assessments, participants will immerse themselves through real-world case-based examples and gain actionable insights to navigate the complexities of the modern financial landscape.
This module includes access to the Portfolio Builder Tool, allowing learners to apply theoretical knowledge in a simulated environment. This hands-on experience is invaluable in understanding the practical aspects of portfolio construction and risk management.
Total Training Duration / CPD Hours: 15
Economic Principles module offers an immersive online experience, designed to equip participants with a profound understanding of market dynamics, cycles, and proven investment strategies. Crafted for both novices and seasoned professionals, this asynchronous learning platform allows learners to explore Dalio’s groundbreaking principles at their own pace. With a blend of rich content, real-world case studies, and interactive assessments, participants will immerse themselves through real-world case-based examples and gain actionable insights to navigate the complexities of the modern financial landscape.
This module explores Dalio’s unique insights into how economies operate, how markets move, and how investors can understand the complex interplay of factors that drive economic and financial systems. The module will cover Dalio’s distinctive perspectives on debt cycles, productivity, and the driving forces behind economic fluctuations.
Total Training Duration / CPD Hours: 15
Having a clear understanding of the compliance rules and regulations governing asset management is critical for operating in the industry. However, just knowing the rules is not enough.
This module also teaches participants that ethical conduct goes beyond what is required by law. It forms the backbone of an enduring and trusting relationship with clients and investors, and also provides a good compass in situations of ethical and moral dilemmas.
Total Training Duration / CPD Hours: 13
The Certificate for Introduction to ESG Advisory is a one-day module that is a combination of the Certificate in ESG Landscape and Impact on Business and the Certificate in Sustainable Investment Management.
The module introduces the basic concepts of ESG. Sustainable investments are critical to addressing the energy transition, which has a multi-trillion-dollar capital requirement. UHNW clients and family offices are increasingly demanding that both financial performance and non-financial factors, such as ESG, be considered.
Total Training Duration / CPD Hours: 8
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 module 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.
Total Training Duration / CPD Hours: 15.5
This comprehensive module is designed to empower participants with the expertise needed to initiate and navigate purposeful Legacy Planning and Intergenerational Wealth Transfer discussions with high-net-worth clients.
The module delves into crucial topics, encompassing basic legal and tax concepts utilised in wealth planning, solutions for fiscally transparent asset protection and the intricacies of trust and succession planning.
Total Training Duration / CPD Hours: 11
Alternative investments are typically used as a means of diversification within an investment portfolio and have grown in popularity over time. Investors are increasingly looking upon alternative investments as a source of market outperformance.
This module aims to provide a good overview of the different types of alternative investments, their risk-reward profiles and also discusses some of the common misperceptions of this space.
Total Training Duration / CPD Hours: 8
This programme is taught by Faculty with practitioners and seasoned industry experience in domain areas of expertise. Click here to view the list.
Minimum Entry Requirements
Graduation Criteria
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
Certification
WMI Certification:
Advanced Diploma:
Note:
Click here to read more about the 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.
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