Asset Management

Certificate in Introduction to ESG Advisory

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

The Certificate for Introduction to ESG Advisory is a one-day program that is a combination of the Certificate in ESG Landscape and Impact on Business and the Certificate in Sustainable Investment Management.

The course introduces the basic concepts of ESG. Sustainable investments are critical to addressing the energy transition, which has a multi-trillion-dollar capital requirement. UHNW clients and family offices are increasingly demanding that both financial performance and non-financial factors, such as ESG, be considered.

Learn from leading experts in the key areas of sustainability and ESG:

Breaking down types of ESG investment strategies
Challenges and risks associated with ESG that are facing the world and business (including greenwashing)
Conduct conversations about ESG challenges and identify the key solutions to overcoming them

Upcoming Dates

Programmes Offered

Certificate in ESG Landscape and Impact on Businesses

The course provides an introduction to key Environmental, Social and Governance (ESG) concepts and provides an overview of the Sustainable Finance landscape, including key sustainability trends, opportunities, risks, standards, policies and practices. The course articulates the ways in which ESG considerations impact stakeholders, businesses, investors and clients.

Explain key sustainability trends and social/ environmental risks in the non-financial industries to stakeholders
Engage customers on their key sustainability-related dependencies, impacts, risks and opportunities in the non- financial industries

Certificate in Sustainable Investment Management

The course provides an overview of the different sustainable investment approaches and products in the construction of a sustainable investment portfolio and explains why both investors and wealth managers should care about ESG factors. The course will also highlight frameworks for assessing the financial impact of ESG factors.

Explain the different sustainable investment approaches and its application to the organisation’s portfolio strategies to customers
Identify the appropriate sustainable investment concepts that can be applied together, and which may be contradictory
Research and support the inclusion of sustainability factors in the portfolio construction process

Interested Participants Also Enquired About:

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

This programme is accredited under “Certificate in ESG Landscape and Impact on Businesses (TGS-2023019101)” and “Certificate in Sustainable Investment Management (TGS-2023019102)” 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).

Certification

Upon completion, participants will be:

Eligible for 8 IBF-STS CPD Hours
Awarded the WMI Certificate in Introduction to ESG Advisory
Awarded the WMI Certificate in ESG Landscape and Impact on Businesses
Awarded the WMI Certificate in Sustainable Investment Management

About IBF Certification

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

Sustainable Investment Management PL3
Non-Financial Industry Sustainability Developments 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:

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

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 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.

Asset Management

Certificate in Introduction to ESG Advisory

Programme Overview

Upcoming Dates

Programmes Offered

Interested Participants Also Enquired About:

Who Should Attend

Certification

Schedule

Testimonials

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.