Certificate in Philanthropy and Social Impact for Greater China Markets

Deepen Client Relationships Through Philanthropy
Next intake in Nov 2025
Up to 70% IBF Subsidy and SkillsFuture Credit Claimable
Scholarships available for eligible Singaporeans/PRs and overseas learners

Attended by industry leaders in wealth and finance

Programme Overview

Philanthropy in the Greater China (GC) market is evolving rapidly, shaped by unique cultural values, intergenerational legacy planning, and increasing global engagement. The Certificate in Philanthropy and Social Impact for Greater China Markets equips professionals with the insights and tools needed to navigate this dynamic landscape.

 

Participants will explore the motivations and strategies behind philanthropic giving among GC families, understand the role of Singapore as a philanthropic hub, and gain fluency in advising clients with cultural sensitivity. Whether clients are giving within the GC market or contributing to the Singapore community, this course equips professionals with the expertise to support them effectively. The course also delves into strategic giving vehicles, legal and ethical considerations, and emerging global models of philanthropy.

 

Led by Professor Tony Gao, Associate Dean, Institute of Philanthropy, Tsinghua University, this intensive two-day programme offers a rare opportunity to learn from cutting-edge research and practical experience at the intersection of family enterprise and strategic philanthropy across Greater China.

 

This course is undergoing IBF accreditation and will be conducted in Mandarin.

Learning Outcomes

  1. Navigate GC Philanthropy Trends:
    • Understand the giving motivations unique to GC philanthropists.
    • Explore how GC families approach wealth, legacy and social contribution across generations.
    • Gain insight into the philanthropic ecosystems in GC and Singapore.
  2. Advise with Cultural Fluency:
    • Equip advisors with the language, tools, and sensitivity to engage GC clients in philanthropic conversations.
    • Learn how to structure giving strategies that align with family identity, values, and influence goals.
  3. Understand Strategic Giving Tools:
    • Compare traditional and emerging giving vehicles relevant to GC clients (e.g., family foundations, DAFs, trusts).
    • Gain insights into philanthropic models that are gaining traction globally.
  4. Navigate Legal and Ethical Landscape:
    • Understand the regulatory environment in GC and Singapore i.e. tax, cross-border giving regulations, and reputational considerations.
    • Learn best practices for transparent, ethical philanthropy.

Who Should Attend

  • Representative of Family Office and Foundation
  • Wealth and Estate Planning Professionals
  • Private Bankers and Client Relationship Managers handling UHNW and Family Office segment 
  • Family Trust Advisors and Consultants
  • Private Client Practice Professionals including lawyers, tax professionals and accountants
  • Non-Profit Organisations and Charities Professionals who are Supporting HNW Greater China Families ​

Useful Links

Download programme brochure

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.

Schedule

Dates published may be subject to change. 

Certificate in Philanthropy and Social Impact for Greater China Markets - 19-20 Nov 2025
Modules
Modules

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

This programme is accredited 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).

 

Information on IBF-STS funding is available at https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

 

Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles.

Certification

Certification

Upon completion, participants will be:

 

Eligible for 15 CPD Hours

 

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

FAQs

Factsheet

Upcoming Dates

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