Certificate in Applied ESG Investing and Asset Management

Programme Overview

The course provides an overview of sustainable investing, including investing approaches and challenges in implementing ESG investing in both public and private investments. Sustainability is a core part of long-term value creation: sustainable finance means identifying the repeatable sources of economic return through a holistic understanding of the notion of capital, one that includes natural and human capital in addition to produced capital.

The course articulates the ways in which the integration of environmental, social, and governance (ESG) considerations, can impact the investment considerations of your stakeholders. Going beyond understanding the fundamental concepts of ESG, the course requires participants to put sustainable investing techniques into practice.

Modules

At the end of the course, you will be able to:

Explain impact measurement trends and developments to stakeholders
Research and support the impact measurement and reporting process
Research and advise customers and internal stakeholders on strategies and approaches to achieve sustainability-related goals and outcomes
Analyse and apply the knowledge on sustainability-related developments in the non-financial industries

Download programme brochure

Who Should Attend

Asset Managers
Investment professionals
Family Office Advisors and Consultants
Private Banking and Wealth Management

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.

Useful Links

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Private Banking Code of Conduct: https://abs.org.sg/industry-guidelines/private-banking

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

This programme is accredited under Certificate in Applied ESG Investing and Asset Management (TGS-2023019973) 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 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:

Eligible for 15 IBF-STS CPD hours
Awarded the WMI Certificate in Applied ESG Investing and Asset Management

About IBF Certification

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

Sustainable Investment Management PL4
Impact Indicators, Measurement and Reporting PL3

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

Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored

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.

SkillsFuture Credit can be utilised to offset the balance of the programme fees after IBF subsidy.

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.

Schedule

Certificate in Applied ESG Investing and Asset Management - 1 & 2 Jul 2024

Modules

Testimonials

Upcoming Dates

Enquire Now

Overview

Who Should Attend

Certification, Fees and Funding

Schedule

testimonials

Certificate in Applied ESG Investing and Asset Management

Programme Overview

Modules

Download programme brochure

Who Should Attend

Certification

Schedule

Testimonials

Testimonials

Upcoming Dates

Enquire Now

Related Articles

A Beginner’s Guide to ESG Investing

Kickstarting Conversations Around Philanthropy for Singapore-Based Family Offices

Global Giving, Asian Innovation

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.