Environmental, Social, Governance (ESG)

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.

Upcoming Dates

Learning Outcomes

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

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).

Certification

Upon completion, participants will be:

Eligible for 15 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$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
Before GST	After GST	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 of S$5,457.00. 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 Credits can be utilised to offset the balance of the programme fees after IBF subsidy. Do note that SkillsFuture Credits cannot be used to offset Application Fees.

Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Environmental, Social, Governance (ESG)” 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.