Diploma in Wealth Management
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A very pertinent issue on everybody's mind is that of job stability. Gone are the days of the iron rice bowl, which once protected against the tides of change. In the same breath, Education is no longer revered the way it was, it must serve as a means to an end. Through the process of acquiring understanding of new techniques, skills and knowledge, we will be able to meet the challenges of change. Our Diploma in Wealth Management fulfils the needs of those seeking a career and a lifestyle. The programme aims to develop a set of conceptual frameworks and analytical tools, and applies these to particular investments and investment strategies chosen from a cross-section of companies, securities and institutional contexts. Boundless job opportunities in this area are available. The other objective of the course is to provide all individuals to achieve better asset management skills and good financial habits. With this, one is able to better plan for the future. Education is an essential element in ensuring that we play an active role in the change process. Your studies will provide you with the abilities to contribute and at the same time develop yourself as a competent and professional manager.
Alliance Partners:
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There is more wealth in
Singapore and other parts of Asia than ever before and that
wealth requires managing. Everybody needs financial planning
skills and a mind-boggling array of increasingly complex, but
oftentimes little understood, financial products is available.
This Diploma in Wealth Management is immensely suitable for at
least three groups of prospective course participants: people
who are looking for a rewarding career in the finance
industry, employees in other industries who are contemplating
a career switch, and individuals who desire to be well-educated
in personal financial planning and wealth management. To
whichever group you may belong, this programme provides you with
cutting-edge knowledge about financial products, market trends
and client relationship management as well as an understanding
of the latest methodologies and analytical tools.
Participants who successfully complete the diploma will qualify for the Chartered Wealth Manager (CWMTM) professional accreditation from the American Academy of Financial ManagementTM (AAFM). |
The course covers 7 essential subjects and takes place over a period of 9 months. With the exception of the hands-on Paper Trading subject which lasts 3 months, each module takes place over a period of a month, comprising 76 hours per month. Kindly refer to the rolling-intake schedule insert for out next available entry date. WM - 810 Options Trading WM - 811 Financial Considerations of High Net-worth Individuals WM - 812 Portfolio Construction WM - 813
Alternative Investments WM - 814 Risk Management Strategies WM - 815 Tax, Legal and Estate Planning
This subject will focus on asset ownership structures devised specifically to address the incidence of taxes and to manage estate protection and generation planning. It will identify and discuss the different categories of taxes in various countries that are relevant to the private investor and how these impact wealth accumulation and the ultimate wealth distribution in the context of generation planning. WM - 816 Paper Trading |
Being in the training profession, I am most satisfied with the quality education, which I have received from ACPE. The programmes are flexible and practical for busy executives, and are taught with the most up-to-date management concepts by an impressive faculty. There is a good mix of participants from a wide variety of professions and industries, and that has given us the opportunity to learn from one another in class. I am indeed privileged to be part of this Jeffery Lim For myself, studying in ACPE has been a most rewarding and fulfilling experience. It offers high quality academic and professional programmes, coupled with excellent administrative support. It has been one of my best decisions to enroll at ACPE. Outstanding seminar on options trading. It has enlightened my thoughts on options trading. Strategies are great and easy to follow. Suitable for layman like me. Greatly appreciate your teachings. Terence Toh Seminar was well presented and information provided is detailed. Contents are easily digestible by a layman. Seow Swee Teck Very inspirational. Made me want to focus more on options trading for financial freedom to the extent may give myself more personal time to faster acquire the fundamentals from the notes to trade smart, fast and brings skills to higher level. Soo Kang Wei Victor gives extremely valuable
in-depth insights of the finance industry, particulary
hedge funds. He is also engages the audience and an
excellent person to learn from. |
Faculty
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CHRISTOPHER GOH Christopher is a senior financial professional with more than 15 years experience in investment banking, treasury risk management and strategic planning. He has great strengths in risk control, product accounting, revaluation methodology and operations control. He has successfully set up risk management procedures and monitoring tools for various banks over the years. Christopher has also been providing finance-related trainings to financial consultants and clients. Christopher currently provides advisory to MNCs in Beijing and conducts corporate training focusing on a range of wealth management courses for the banking sector and on risk management to international central bankers in London. He is also an Associate Member of Singapore Society of Financial Analysts and member of Association for Investment Management and Research and Chartered Institute of Bankers.
NICHOLAS TAN
Remisier, UOB KayHian
BBA, NUS
Nicholas has more than 10 years of experience in the foreign exchange (FX or Forex) arena. He had been a FX dealer with a few foreign banks and is currently a remisier with UOB KayHian. His areas of focus includes taking propriety position and quoting prices to both corporate and private clients, to name but just a few. Nicholas is currently facilitating the futures and currency trading sections of our Diploma in Wealth Management, Paper Trading module.
Joseph is an Associate Financial Planner (AFP) with Financial Planning Association of Singapore and Certified Public Accountant (CPA) with Australian Society of Certified Practising Accountants. Joseph has many years of exposure in the banking sector. He currently champions the development of integrated wealth platform and other financial advisory tools for Standard Chartered Bank. He provides investment updates and strategies for the sales network, educate sales network sophisticated investments instruments and portfolio planning. He also publishes monthly market update and quarterly investment bulletin to high net-worth clients and assists bankers in advising clients on investment products and portfolios. Prior to the current portfolio, Joseph had been intensively providing financial and investment advisory services to clients in renowned organisations such as Westpac Banking Corporation, Merrill Lynch International Bank, Prudential-Bache International and ING Asia.
After a successful and meaningful career with SIA, Dr Charlie Lim joined Deutsche Morgan Grenfell as a Stockbroker in 1995 and was head-hunted by UOBKayHian Pte Ltd in 2000. He is highly experienced in equity trading and has a large pool of delighted clients. He is involved in coordinating IPOs, especially those from China and M&A projects. Charlie is also a strong believer in lifelong learning. He is currently pursuing Harvard Business School courses and doing community service as a soccer coach.
Victor Lim is a Certified Financial Analyst (CFA) with the Association for Investment Management and Research since 1990. Victor has 10 years of experience as an investment analyst for a diversified range of clients in the Asia Pacific region. Until recently, he was the Research Manager of Refco, responsible to provide investment advisory to clients in private wealth management and stock broking. He is specialized in building stock portfolios for clients in the Asian Region and has in the meantime started his own company managing his own Fund.
Andy is the Managing Editor of Asia Financial Planning Journal, the definitive trade journal for financial services professionals. The journal is published by AFPJ Pte Ltd which specialises in publishing financial planning journals and books, and organising conferences related to the financial services industry. Andy is a Certified Financial Planner, a professional designation bestowed by the Certified Financial Planner Board of Standards. He is the Founding President the Financial Planning Association of Singapore (FPAS). He is a member of the Financial Planning Association (US) as well as the author of several best selling books in Singapore and Malaysia which include Personal Financial Planning in Singapore and Malaysia and Investing in Unit Trusts in Singapore, to name a few. He is also the lead author and editor in chief of Singapore's only financial planning textbook, A Singapore Guide to Personal Financial Planning. He has also contributed articles to various business and personal finance magazines. Being a sought after speaker, Andy is a frequent guest on television programmes about personal finance on CNBC, Bloomberg and Channel News Asia. He has also been extensively quoted and frequently contributed articles to a variety of print and wire media such as The Straits Times, The Star and other leading print media.
Since completing university, Paul has become a Fellow of the Society of Actuaries, Fellow of the Canadian Institute of Actuaries, Chartered Financial Analyst, and Certified Financial Planner. Paul has 20 years of financial services experience. He is currently the CEO of Ipac financial planning Singapore, Asia Pacific's leading financial planning company with over 20,000 customers and $5 billion of funds under advice. Paul also sits on Entrepreneur's Resource Centre's Advisory Board. Paul started his career in the life insurance industry in 1985 with Great-West Life in Canada in actuarial valuation, product development, marketing, agency compensation, and group underwriting. After 5 years with Great-West Life, he joined North American Life to reengineer the defined benefit pension division. He was then recruited by Assante Corporation to work on investment management and business development. Paul is also on the Executive Committee and is head of the Certification Committee for the Financial Planning Association of Singapore and is a prolific speaker on the topics of investment and wealth management. He has also been featured in CNBC, The Straits Times, Business Times, Smart Investor, Fundsupermart magazine and on News Radio.
Calvin began his career in the financial industry 14 years ago with a subsidiary of DBS Group. His wealth of experience brought him to many companies including I.C.S. Limited, Professional Investment Advisory Services Pte Ltd, A.I.A. and finally G K Goh Wealth Management Group. Calvin is a Financial Advisor and a Trainer by profession. He started training in 1996 and has been very active in the training arena since. His area of expertise includes Wealth, Financial Planning, Financial Literacy, Stocks & Shares Trading, Sales and Customer Service. Recently Calvin has just started his own Personal Financial Coaching business. He helps his clients learn the traits of managing their own wealth and finances. He provides the tools for his clients to guide them through a series of courses through a concept call “The Wheel of Wealth”. He is considered as one of the very few Financial Coaches in Singapore.
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JOSEPH KWOK
DR. CHARLIE LIM
VICTOR LIM
ANDY ONG
PAUL STEFANSSON
Assessment
At the end of each subject, participants will complete an examination. The hands-on Paper Trading
subject will also allow for participants to put their newly acquired skills and knowledge to the test, under the careful guidance of
several Mentors who will chart their progress and development. |
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The Diploma in Wealth Management can be funded by the Singapore Government, through SDF funding! The Skills Development Fund (SDF) was formed by the primary objective of encouraging employers to invest in skills upgrading of the workforce. The SDF does this by offering assistance as an incentive to companies to mount training programmes for employees. Participants will be eligible for a SDF subsidy of 80% of the total course fee if they fulfill the SDF requirements:
For more information on SDF, please click here. |
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The programme fee includes course materials and seminar fees.(No hidden cost)
All fees are payable to "Asian Centre for Professional Excellence Pte Ltd" in Singapore Dollars.
Please note that the tuition fees and/ or other course fees may vary over time due to ACPE's promotions. We would try our best to update the tuition fees and any other course fees on this website in a timely manner. Our programme executives would be pleased to provide you with the most updated price list.
An administrative fee of $100 would be made payable by any participant upon withdrawal from the programme.
SDF Registration Procedures
Register your company with SDF
Enroll for Diploma in Wealth Management via SDF-EasyNet.
(Please skip step 1 if your company is already registered with SDF)
61 Robinson Road, #17-01 Robinson Centre, Singapore 068893 ·
Tel: +65 6349 2727 Fax: +65 6349 2726
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