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GRADUATE DIPLOMA IN WEALTH MANAGEMENT - AT A GLANCE

OVERVIEW

The field of wealth management has grown steadily in recent years to become an attractive and lucrative service sector within the global financial industry. Along with an increase in products and services, new challenges in wealth management are continually created with the rapid development of new products and technologies, while the diverse needs of clients in an increasingly globalized environment demands that professionals possess a new level of highly developed skills and knowledge in wealth management within the Asian Pacific region and beyond. The innovative, cutting-edge program keeps executives abreast of the latest industry trends.

COURSE OBJECTIVES

This program aims to equip candidates with key ingredients for seeking a rewarding career in finance and financial services. It will provide the foundation for those who wish to pursue a career in the rapidly growing field of wealth management and financial planning.

CAREER OPPORTUNITIES

The program is particularly useful for those seeking employment in the private banking, fund management, asset management, and financial planning.

PROGRAM STRUCTURE

This is a 6 months part-time program comprising of 4 modules. This program are tailored for working professionals and classes are conducted on weekdays evening from 7.00pm to 10.00pm or over weekends. Each module is supported with 24 contact hours of face to face lectures which are conducted by our experienced faculty.

Developed and delivered by industry practitioner, the program is both academically rigorous and practical-oriented. The curriculum is closely aligned with industry practice and framework and is recognized internationally by Professional bodies worldwide.

  • Financial Service Industry
  • Principles of Financial & Investment Planning
  • Investment Advisory Services
  • Global Wealth Management Practices

ASSESSMENT MODE

Students will be assessed using a combination of examinations and assessments which could include quizzes, group discussions, case studies, presentations and examination.

AWARDS & RECOGNITIONS

The Graduate Diploma in Wealth Management program is awarded by Aventis School of Management. Successful graduates will be allowed to use the designatory letters "Grad DipWM" after their name upon completion of the program.

You will also eligible to apply for professional certification and designation of a "Registered Financial Specialist" awarded by AAFM, the world's largest financial professionals associations with membership across 141 countries worldwide. Registration fees for AAFM Professional membership and RFS certification of S$1,000 payable to "Financial Training Academy Pte Ltd" apply.

ADMISSION CRITERIA

All applicants must possess:

  • A degree or similar professional qualifications from a recognized university/institution, OR
  • A diploma from a polytechnic with at least 3 years of working experience
  • Senior executives with extensive experience but without academic qualification may be considered on a case to case basis

APPLICATION PROCEDURE

Interested applicants are required to submit the following:

  • Duly-completed application form (download Form)
  • Certified true copies of all education certificates and transcripts
  • Your detailed Profile – Curriculum vitae
  • Statement of Personal & Career Objectives
  • Application processing fee of S$107 (non-refundable)

PROFESSIONAL DEVELOPMENT

  • Participants may enrol and attend any of the modules for the acquisition of knowledge in a particular discipline. An executive certificate will be awarded for students that have fulfilled at least 80% attendance for that enrolled module.
  • For participants that have enrolled and attended any of the modules for the acquisition of knowledge in a particular discipline, they will be issued with an executive certificate if they fulfil at least 80% attendance.

FIND OUT MORE

Download our prospectus for more information

 



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