Certificate in Applied ESG Investment Advisory

Programme Overview

The Certificate in Applied ESG Investment Advisory is a six half-days overall programme that is a combination of the Certificate in ESG Landscape and Investment Advisory and the Certificate in Climate Change & Sustainability.

Sustainability is essential to long-term value creation and will be key to delivering forward-looking and resilient portfolios. But how can you cut through the noise and deliver practical, applied ESG solutions while also achieving risk-adjusted returns? The integration of environmental, social, and governance (ESG) considerations into financial decision-making can be of mutual benefit to investors seeking long-term risk-adjusted returns as well as to a wider set of stakeholders seeking to ensure that finance is aligned with the broader interests of society at large.

Going beyond understanding the fundamental concepts of ESG, the course requires participants to put sustainable investing techniques into practice by implementing portfolio construction and security selection methods. This allows participants to evaluate hypotheses and accepted techniques in sustainable investing.

To achieve climate neutrality or net-zero emissions, many corporations have set targets, but assessing both physical and transitional risks is necessary to determine the path towards net-zero. This program aims to address these challenges and assist investors in aligning their portfolios with the risks and opportunities that arise from climate change. Participants will gain a comprehensive understanding of the ongoing changes, enabling them to develop effective investment and corporate strategies to tackle the challenges of climate change.

Programmes Offered

Certificate in Applied ESG Landscape and Investment Advisory

This programme is specifically designed for wealth management professionals, client advisors and investment counsellors with over three years of experience serving Family Offices or Ultra High Net Worth Individuals (UHNWI). Participants will learn to identify ESG considerations and structure ESG investment strategies, incorporating them into their wealth planning practices.

Define the purpose and benefits of incorporating ESG considerations in an investment portfolio.
Design and advise on investing strategies that are aligned to business and stakeholder ESG objectives and overall investment roadmaps.
Develop and operationalise asset stewardship, governance and evaluation methodologies to assess sustainable investment strategies, decision-making and actual ESG impact.
Apply ESG reporting frameworks for communication, disclosure and engagement with stakeholders.

Certificate in Climate Change & Sustainability

This program looks at the issues of assessing both physical and transitional risks, enabling participants to understand and mitigate the ongoing changes, as well as devise investment and corporate strategies to address the challenge of climate change.

Identify the impacts of key policies or NDC’s being implemented in the country of operation to mitigate climate change.
Assess the impact of these policies and NDC’s on corporate strategy and corporate valuation.
Develop a strategy to identify climate-related risks and opportunities.
Identify management and governance strategies that can help to mitigate the identified risks.
Devise a strategy to mitigate and adapt to the climate risks identiﬁed.

Section 1: Introduction and ESG Objective Setting

Topics covered provides an overview and analysis of different ESG strategies, explores global trends and adoption of sustainable investing, focuses on the landscape and ecosystem of ESG in Asia, illustrates best practices for integrating climate and ESG investing across various asset classes and alternative investments, and provides an overview of the sustainability reporting ecosystem along with its key highlights.

Section 2: ESG Standards, Reporting and Impact Measurement

The topics covered include ESG integration, ESG reporting, impact measurement, regulatory and policy landscape, product disclosure standards, the range of ESG investment products, and the role of ESG in structuring investment portfolios.

Section 3: Portfolio Construction, Risk & Governance
Understand the challenges and risks associated with ESG. Emphasis is placed on leveraging research techniques and data analytics to effectively conduct ESG investment screening, due diligence, and selection processes, while also covering topics related to portfolio monitoring, risk management, and strategies for improving ESG performance.

Section 4: Overview of Sustainable Investing Partners

Topics covered include an overview of sustainable investing partnerships, i.e. public-private partnerships, regional partnerships, e.g. government partnerships, or fund partnerships.

Private markets strategies to encourage impact.
Transformation from private banking to wealth management.

Section 5: Climate Risks & The Race to Net Zero

Overview of Climate Change Management and basic climate science concepts.

Section 6: Decarbonization Strategies & Wrap Up

Decarbonisation goals, net zero and decarbonisation strategies.

Download programme brochure

Who Should Attend

Asset Managers
Wealth and Estate Planning Professionals
Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
Family Office Professionals
Family Trust Advisors and Consultants

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 ESG Landscape and Investment Advisory (TGS-2022602305) and Certificate in Climate Change & Sustainability (TGS-2023022248) 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:

Eligible for 23 IBF-STS CPD Hours
Awarded the WMI Certificate in Applied ESG Investment Advisory
Awarded the WMI Certificate in ESG Landscape and Investment Advisory
Awarded the WMI Certificate in Climate Change & Sustainability

About IBF Certification

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

Sustainable Investment Management PL4
Non-Financial Industry Sustainability Developments PL4
Climate Change Management 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$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
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

The programme will be held across 6 morning half-days in a hybrid format, the assessment and class discussions will be held physically on the premises.

Cohort 2 - 7, 8, 14, 15, 20 & 21 Nov 2023