Certificate in Introduction to ESG Advisory

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

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

Download programme brochure

Who Should Attend

  • Private Banking Professionals
  • Wealth Management Professionals
  • Investment Professionals
  • Family Office Advisors and Consultants

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

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), 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

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

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.

 

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. 

Schedule

modules

Certificate in Introduction to ESG Advisory - 8 Oct 2024
Modules Date
Certificate in Introduction to ESG Advisory 21 Mar 2024
Modules Date
Certificate in Introduction to ESG Advisory 21 Mar 2024

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