| Next intake in August 2025 | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable | |
| Scholarships available for eligible Singaporeans/PRs and overseas learners |
The Certificate in Philanthropy and Social Impact will help wealth advisors, wealth planners and family office professionals formulate philanthropic and social impact frameworks and strategies for Family Offices and clients. Learn from leading global and local experts to integrate Philanthropy into your advisory practice and build deeper, more meaningful connections with Family Principals and clients.
This programme is designed especially for professionals serving Family Offices and the Ultra High Net Worth (UHNW) to identify and structure philanthropic and social impact strategies and incorporate them into their wealth planning practices.
Emerge as a trusted advisor to help clients build a legacy and achieve a positive impact for themselves, their family and the community.
Section 1: Defining philanthropic and social impact objectives in the context of wealth planning
Learn how families approach philanthropy, and how to set objectives and define a philanthropic approach that is tailored to the unique needs and legacy considerations of each family.
Section 2: Different approaches and strategies to carry out philanthropic and impact activities
Learn about the different strategies and trends for carrying out philanthropic activities, and the different ways a family can make impact.
Section 3: Implementation of philanthropic and social impact activities
Understand the practical aspects of implementing philanthropy, including different types of structures and how to decide which organisations to support. Learn about due diligence considerations and how to measure real impact.
Total CPD Hours: 15
We have nurtured a vibrant community of professionals through our programme. Our participants boast a diverse mix of accomplished professionals, coming together to share insights, collaborate, and further advance their expertise.
Useful Links
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
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| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
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Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||||
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Singaporean Aged Below 40 / PR
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Singaporean Aged 40 & Above
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Application Fees |
85.00 | 85.00 |
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Tuition Fees |
3,400.00 | 3,638.00 |
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Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
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Singaporean/PR
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Singaporean Aged 40 & Above
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Modules |
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Course Fees |
3,400.00 | 3,706.00 | 2,006.00 | 1,326.00 | |||
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Note:
The fees listed above are after IBF-STS funding. Any discrepancies in registration details or failure to meet minimum IBF academic requirements will result in an unsuccessful IBF reimbursement claim and students will be liable for the full tuition fees. For funding eligibility criteria and more information regarding the funding, please visit www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS.
The Asia Centre for Changemakers has launched a scholarship for eligible Singaporeans/PR and overseas learners who represent non-profit organisations and social enterprises. This scholarship provides eligible learners with partial funding to help alleviate the costs of our philanthropy-related programmes. If you are keen to apply for the scholarship, express your interest here.
Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.
The Union Training Assistance Programme (UTAP) is a training benefit for NTUC members/ NTUC Starter members to defray their cost of training. NTUC members can enjoy 50% course fee support for up to S$250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above will get increased funding support from S$250 to S$500.
Learn more about its eligibility criteria and how to submit a UTAP claim here. (https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme). WMI will not be responsible for any unsuccessful UTAP claims.
The information above is correct at the time of publication. The Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
Dates published may be subject to change.
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Participants who successfully complete the programme will be awarded:
Accreditation
This programme is accredited under Certificate in Philanthropy and Social Impact (TGS-2022602222) by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg
Certification
Upon completion, participants will be:
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified
There are no prerequisites for our Certificate in Philanthropy and Social Impact programme.
There will be case studies, group and individual presentations during the programme. More information will be shared in the commencement email.
If you happen to fail the assessment, please be aware that reassessment will be conducted on a case-by-case basis. WMI will carefully review your situation and determine the most appropriate course of action for your particular circumstances.
Upon completion, participants will be awarded the WMI Certificate for Philanthropy and Social Impact
WMI will submit the IBF funding on your behalf. No action is required from your end. However, any discrepancies in registration details or failure to meet minimum IBF academic requirements will result in an unsuccessful IBF reimbursement claim and students will be liable for the full tuition fees.
This programme is eligible for SkillsFuture Credit claim. We will share further details upon your registration.
Associate Director of Development
Singapore American School
I found the Philanthropy and Social Impact course led by knowledgeable trainers incredibly valuable for my career development. The course's focus on practical, real-world applications enabled me to incorporate new strategies and insights into my work. The trainers, with their expertise, provided exceptional support and ensured we could translate theoretical concepts into actionable plans. What stood out most for me was the course's broad global perspective with a Singapore focus, which encouraged me to think outside the box and improve my work from different viewpoints.
READ MOREDeputy General Manager
Ray of Hope
The Philanthropy and Social Impact course was illuminating, thanks to the trainers' extensive experience and insights. They facilitated rich and insightful discussions, and addressed questions from various stakeholders across the philanthropy space. The course also helped me to realise how crucial it is, as a charity leader, to effectively communicate our work and impact to philanthropy advisors who, in turn, guide their clients in making informed grant-making decisions.
READ MOREManaging Director
Elephant & Coral PenCo Pte Ltd
The Philanthropy & Impact Course gives me a good foundation to understanding the roles of philanthropy advisors as well for those who are already doing various forms of social good and would wish to augment their participation in the impact philanthropy. The journey has been fulfilling to learn of philanthropy that has evolved from merely writing the cheque and into more collaborative philanthropy where energies, ideas and time are channeled to a greater mission that is larger than oneself to make that difference.
READ MOREAssociate Director of Development
Singapore American School
I found the Philanthropy and Social Impact course led by knowledgeable trainers incredibly valuable for my career development. The course's focus on practical, real-world applications enabled me to incorporate new strategies and insights into my work. The trainers, with their expertise, provided exceptional support and ensured we could translate theoretical concepts into actionable plans. What stood out most for me was the course's broad global perspective with a Singapore focus, which encouraged me to think outside the box and improve my work from different viewpoints.
READ MOREDeputy General Manager
Ray of Hope
The Philanthropy and Social Impact course was illuminating, thanks to the trainers' extensive experience and insights. They facilitated rich and insightful discussions, and addressed questions from various stakeholders across the philanthropy space. The course also helped me to realise how crucial it is, as a charity leader, to effectively communicate our work and impact to philanthropy advisors who, in turn, guide their clients in making informed grant-making decisions.
READ MOREManaging Director
Elephant & Coral PenCo Pte Ltd
The Philanthropy & Impact Course gives me a good foundation to understanding the roles of philanthropy advisors as well for those who are already doing various forms of social good and would wish to augment their participation in the impact philanthropy. The journey has been fulfilling to learn of philanthropy that has evolved from merely writing the cheque and into more collaborative philanthropy where energies, ideas and time are channeled to a greater mission that is larger than oneself to make that difference.
READ MOREResearch
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