Foundations of WealthTech: Digital Wealth Management Essentials
- Analytics & Tech
- Finance & Investment
- Innovation & Business Improvement
This module is conducted in-person.
2 Full Days (Weekdays)
Who Should Attend
- Executives, senior managers from wealth management, banking, and financial services
- Executives, senior managers/experts from technology firms
- Digital banking experts, project managers
- Start-up entrepreneurs
- Software developers
PREREQUISITES
- Business or technology degree or equivalent education and professional experience
- Participants should have a basic understanding of financial and economic concepts.
- A basic understanding of technology, including familiarity with computer systems and software applications, is beneficial.
- Some professional experiences, particularly in roles related to finance, technology, entrepreneurship, or regulation, can enrich the participant's understanding of course contents.
Overview
Dive into the future of wealth management and gain a broad overview of the core technologies reshaping the landscape of financial services, from automated advising to personalised investment strategies. Equip yourself with the tools to innovate and lead in the evolving landscape of financial services.
This intensive 2-day course is designed to equip participants with the knowledge and skills necessary to thrive in the rapidly evolving landscape of digital wealth management and WealthTech. Participants will explore the disruptive forces reshaping traditional wealth management practices, delve into the innovative technologies driving change, and gain valuable insights from industry experts.
Learning Objectives
At the end of the 2-day course, participants will be able to:
- Acquire a solid foundation in digital wealth management and wealth management practices being disrupted
- Gain insights into WealthTech and its transformative role in reshaping the landscape of financial services
- Explore the diverse WealthTech ecosystem, understanding its segments and regional trends
- Deepen understanding through real-world case studies, examining startups and tech innovations
- Gain valuable perspectives and insights from industry experts
- Navigate the intricate regulatory landscape and legal frameworks, with a focus on understanding the role of RegTech for established and WealthTech players
Assessment
As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.
Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.
Calculate Programme Fee
Fee Table
| COMPANY-SPONSORED | |||
|
PARTICIPANT PROFILE |
SELF-SPONSORED |
SME |
NON-SME |
|
Singapore Citizen < 40 years old Permanent Resident LTVP+
|
$654 (After SSG Funding 70%) |
$254 (After SSG Funding 70% |
$654 (After SSG Funding 70%) |
|
Singapore Citizen ≥ 40 years old |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
|
International Participant |
$2,180 (No Funding) |
$2,180 (No Funding) |
$2,180 (No Funding) |
All prices include 9% GST
Please note that the programme fees are subject to change without prior notice.
Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.
Self Sponsored
SkillsFuture Credit
Singapore Citizens aged 25 and above may use their SkillsFuture Credits to pay for the course fees. The credits may be used on top of existing course fee funding.
This is only applicable to self-sponsored participants. Application to utilise SkillsFuture Credits can be submitted when making payment for the course via the SMU Academy TMS Portal, and can only be made within 60 days of course start date.
Please click here for more information on the SkillsFuture Credit. For help in submitting an SFC claim, you may wish to refer to our step-by-step guide on claiming SkillsFuture Credits (Individual).Workfare Skills Support Scheme
From 1 July 2023, the Workfare Skills Support (WSS) scheme has been enhanced. Please click here for more details.
Company Sponsored
Enhanced Training Support for SMEs (ETSS)
- Organisation must be registered or incorporated in Singapore
- Employment size of not more than 200 or with annual sales turnover of not more than $100 million
- Trainees must be hired in accordance with the Employment Act and fully sponsored by their employers for the course
- Trainees must be Singapore Citizens or Singapore Permanent Residents
- Trainees must not be a full-time national serviceman
- Trainees are eligible for ETSS funding only if their company's SME status is approved prior to the course commencement date. To verify your SME's status, please click here.
Please click here for more information on ETSS.
Absentee Payroll
Companies who sponsor their employees for the course may apply for Absentee Payroll here. For more information, please refer to:
AP Guide (Non-SME Companies)
Declaration Guide (SME Companies)
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