ANNEX 4

Master of Science in Wealth Management (MWM)
Factsheet

The Wealth Management Institute (WMI), in collaboration with Singapore Management University (SMU) and Swiss Banking School (SBS), offers the Master of Science in Wealth Management degree (MWM).

Concept

Programme Features

Programme Duration

Programme Participants

Key Highlights of Curriculum

Modules Description Key Topics
Preparatory Course Refresher on basics computer and statistical techniques
  • Accounting
  • Economics
  • Finance
  • Quantitative techniques
Module I Building blocks to managing wealth
  • Financial Statement Analysis
  • Macro/ International Economics
  • Quantitative Methods for Investment Analysis
  • Capital Markets
Module II Global wealth outlook
  • Effective leadership in team oriented organizations
  • Developing and implementing business strategies
  • International wealth and tax planning
Module III Deepening wealth knowledge
  • Equity Investments
  • Corporate Finance
  • Fixed Income Analysis
Module IV Specialisation within wealth management Core topics
  • Financial planning for individuals and institutions
  • Alternative investment products
  • Derivative investments
Electives (Private banking)
  • Marketing for financial industry
  • Tax & estate planning
  • Client Relationship management
Electives (Asset Management)
  • Private equity and real estate
  • Hedge funds (including trading strategies)
  • Structured products
Module V Wealth expansion and development
  • Portfolio management
  • Ethics
  • Risk management
  • Law and Financial legal system
  • Graduate project


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