Advanced Certificate in Philanthropy and Social Impact

Programme Overview

The Advanced Certificate in Philanthropy and Social takes a deep-dive into the philanthropic advisory practice across Asia. Analyse global and regional philanthropic trends and learn about the giving behaviours of high-net-worth families and giving opportunities across various capital allocation types.


This programme is curated by professionals for professionals to serve family offices and ultra high net worth (UHNW) in building and implementing a robust philanthropic strategies that spans across the region.


With the completion of the 3-day IBF accredited Advanced Certification programme, you will graduate as a WMI-Certified Impact Philanthropy Professional – which will give you the qualifications, resources and competencies to strategise, implement, and measure the impact of philanthropic goals.


Emerge with the skill sets, tools and connections you need to advise clients in building an effective and outcomes-driven philanthropic plan and portfolio.

Programme Structure

This is an advanced programme that builds on an initial 2-day course, “Certificate in Philanthropy and Social Impact”.


Completion of the Certificate in Philanthropy and Social Impact is required prior to taking the Advanced Certificate in Philanthropy and Social Impact.


To be a Certified Impact Philanthropy Professional, participants must complete the two mandatory courses.

Download programme brochure

Who Should Attend

  • Family Foundation Representatives
  • Family Trust Advisors and Consultants
  • Multi and Single-Family Office Representatives
  • Non-Profit Organisations and Charities Professionals
  • Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
  • Private Client Practice Professionals including lawyers, tax professionals and accountants
  • Wealth and Estate Planning Professionals

Useful Links


Participants who successfully complete the programme will be awarded: 



This programme is pending accreditation by The Institute of Banking and Finance (IBF). Upon accreditation, 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 programme 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



Upon completion, participants will be:

  • Eligible for 24 IBF-STS CPD hours
  • A WMI Certified Philanthropy Professional


About IBF Certification
This programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

  • Philanthropy Advisory PL4
  • Ethical Culture PL3

Participants are encouraged to access the IBF 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


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


Eligible SG citizens may utilise Skillsfuture Credits 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.


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


Advanced Certificate in Philanthropy and Social Impact - 29 - 31 May 2024
Advanced Certificate in Philanthropy and Social Impact - 23 - 25 Oct 2024 (TBC)



Upcoming Dates

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