This course provides a forward-looking overview of how Environmental, Social and Governance (ESG) considerations are integrated into investment strategies, with a focus on the needs and contexts of family offices. It explores key ESG frameworks, regulatory developments, and sustainability trends across sectors and regions.
Participants will learn how to interpret ESG data, evaluate material issues, and apply ESG strategies across public and private markets—including venture capital, impact investing, and nature-based solutions. Through case studies and assessments, the course equips family office professionals with the tools to assess ESG risks and opportunities, support portfolio alignment with sustainability targets, and position for long-term resilience and performance in an evolving investment landscape.
By the end of this module, participants will be able to
This course will be particularly relevant for teams in investment roles such as portfolio management, investment analysis, asset allocation, investment product management, investment strategy and research
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Participants who successfully complete the programme will be awarded:
Accreditation
This programme is pending accreditation by The Institute of Banking and Finance (IBF). Upon accreditation, 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 S$3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg
Certification
Upon completion, participants will be:
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (S$) (With effect from 1 January 2023) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (S$) (With effect from 1 January 2023) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |
Fees and Funding
| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (S$) (With effect from 1 January 2023) | ||||
|---|---|---|---|---|---|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (S$) (With effect from 1 January 2023) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
|
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| Course Fees | 2,250.00 | 2,452.50 | 1,327.50 | 877.50 | |||
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (S$) (With effect from 1 January 2023) | ||
|---|---|---|---|---|
| Before GST | Below 40 | 40 & Above | ||
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.
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.
Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Investing and Asset Management” programmes. Click here for more information on GFO Circle membership.
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.
Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible.
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