Certificate in Environment and Social Governance for Family Offices

Programme Overview

The Certificate in Environment and Social Governance (ESG) for Family Offices aims to provide participants with a comprehensive overview of the trends and standards governing ESG, its relevance and implications, and imparts knowledge on integrating ESG practically for investments.


As investors are more conscious of environmental, social, and governance (ESG) factors, it is essential to stay ahead of the curve. Gain an appreciation of why ESG considerations are increasingly important for asset management. Explore the current state of ESG investing, differing ESG standards and practices across the world, and the work that still needs to be done to truly achieve sustainable investing.


This programme is a compulsory module under Certificate in Family Office Advisors – Advanced.


  • Why invest sustainably?
  • Approach to sustainable investing
  • Negative screening
  • Integration: pre-&-post investment
  • Integration: Climate change
  • Conduct research on latest industry ESG, conventions practices and standards
  • Identify opportunities from ESG research
  • Apply ESG rating methodologies
  • Outline the end-to-end trust administration process (including set-up, maintenance, and changes to trust), with reference to industry laws and regulations
  • Integrate ESG research into investment research across asset classes and alternative investments
  • Engage investors to understand their ESG needs
  • Communicate ESG investment approaches with clients

Download programme brochure

Who Should Attend

Individuals with more than 3 years of relevant experience and demonstrated applied knowledge in the various functions within the family office segment

  • Multi and Single Family Office Representatives
  • Wealth Planning Professionals
  • Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
  • Family Trust Consultants
  • Private Client Practice Professionals including lawyers and accountants
  • External Asset Management Professionals
  • Financial Planners

Useful Links


Participants who successfully complete the programme will be awarded: 



IBF Accreditation


The Certificate in Environment and Social Governance for Family Offices has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.


For more information on the Skills Framework for Financial Services, please visit www.ibf.org.sg/home/for-financial-institutions/resource-tools/skills-framework-for-financial-services.


For more information on the IBF-STS, please visit www.ibf.org.sg/home/for-financial-institutions/resource-tools/skills-framework-for-financial-services.



Upon completion, participants will be:​

  • Eligible for 8 IBF-STS CPD Hours​
  • Awarded WMI Certificate for ​Certificate in Environment and Social Governance for Family Offices


About IBF Certification

The following programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:​


Certificate in Environment and Social Governance for Family Offices

  • Environment and Social Governance (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 at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified


Fees shown are after IBF-STS funding. Subsidised# fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.

#Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.


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. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.


Certificate in Environment and Social Governance for Family Offices (Intake 3) - 17 May 2024



Upcoming Dates

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