Diploma in Strategic Wealth Management

Awarded by ERC Institute

Introduction

The Diploma in Strategic Wealth Management programme is designed to impart to students, various aspects pertinent, most up-to-date and relevant strategies and theories on the creation, protection and management of wealth. The Diploma in Strategic Wealth Management programme develops a set of conceptual frameworks and analytical tools and applies these to particular investments and investments strategies chosen from a cross section of companies, securities and institutional contexts.

The objective of the course is to provide saving and investment processes to enable students to advise all individuals to achieve better asset management skills and good financial habits and strategies. The Diploma in Strategic Wealth Management will be particularly attractive to students who have a keen interest in personal investments or who intend to embark on a career in financial advisory and investment planning or event management.

ERCI runs its classes on a lecture-tutorial system. The average teacher-student ratio for lectures and tutorials are as follows:

• Lectures - 150 Students to 1 Lecturer
• Tutorials - 35 Students to 1 Tutor

Academic Progression

Upon completion of the Diploma in Strategic Wealth Management, students will be eligible for entry into the Advanced Diploma in Business Administration, which is the academic equivalent of the 2nd year degree programme of the Bachelor of Arts (Hons) in Business Management programme offered by the University of Greenwich (UK).

Course Delivery

Students undertaking the Diploma in Strategic Wealth Management programme will be expected to complete 8 modules of academic study over 4 semesters. This programme is available on both full and part time bases, and will take 9 months to complete. Full-time students will attend classes 5 days a week on weekdays from 4pm – 7pm, while part-time students will attend classes 3 times a week on weekdays from 7.15pm – 10.15pm and/or on weekends from 10am – 5pm.

Course Outline

• DSWM 901 High Net Worth Clientele Management
• DSWM 902 Portfolio Construction & Management
• DSWM 903 Introduction to Alternative Investments
• DSWM 904 Risk Management Strategies
• DSWM 905 Issues in Tax, Legal & Estate Planning
• DSWM 906 Financial Markets Trading
• DSWM 907 Financial Services in Singapore

*Please click here for module descriptions

Course Availability

Intakes for the Diploma in Strategic Wealth Management programme are available each January, March, May, July, September and November. All applications should be submitted to ERCI no later than 1 month before the commencement date.

Assessment Framework

Courses are assessed by a combination of coursework, practical assignments and examinations. Unless otherwise stated, all modules within the Diploma in Business Administration programme are assessed based on the 5-2-2-1 framework: 50% on examination, 20% on individual assignment(s) and/or class tests, 20% on a group project, and 10% on a group presentation.

Entry Requirements

Programme	English Language Requirements	Academic Requirements	Remarks
Diploma in Strategic Wealth Management	Minimum C6 in English Language at GCE 'O' Levels or; IELTS 5.5 or equivalent, or; TOEFL 513 (Paper based) or equivalent, or; TOEFL 65 (Internet based) or equivalent, or; TOEIC 605-780.	Minimum 3 GCE 'O' Level credits or regional equivalent, or; ERCI Foundation Certificate in Business Administration / NITEC Qualification; or Minimum Year 12 Studies or equivalent.	Applicants should be at least 17 years of age at the time of registration. Mature Candidates may also apply for the programme provided they: Are 18 years and above at the time of registration; Have at least 2 years of verifiable working experience; Provide a detailed resume with contact details of past and present employers; Pass the ERCI Aptitude Test; Pass an interview conducted by one of ERCI's Senior Academics.

All applications are subject to the Institute’s assessment of eligibility for entry into the programme.

Graduation Requirements

Students must pass all prescribed modules in the Diploma in Strategic Wealth Management programme with a minimum grade of P (Pass).

Local Students

Total course fees are S$4,800.00, and are inclusive of examination fees & course materials, but not the cost of textbooks. Course fees are subject to the prevailing GST rates, and are payable to “ERC Institute Pte Ltd” in Singapore DOLLARS.

Course fees and/or other miscellaneous fees are subject to review by management and may change without prior notice. We will try our best to update the fees stated on this website in a timely manner. Our Education Consultants would be pleased to provide you with the most updated price list. You may also seek advice from our Education Consultants for alternative modes of payment either via phone at 6571 9588 or email enquiry@erci.edu.sg for more information.

For a full listing of course fees and other charges, please select one of the following:
- Fees Payable for Local Applicants
- Fees Payable for International Applicants

Download Course Brochure Here