The Certificate for Philanthropy and Social Impact will help wealth advisors, wealth planners and family office professionals formulate philanthropic and social impact frameworks and strategies for Family Offices and clients. Learn from leading global and local experts to integrate Philanthropy into your advisory practice and build deeper, more meaningful connections with Family Principals and clients.
This programme is designed specially for professionals serving Family Offices and the Ultra High Net Worth (UHNW) to identify and structure philanthropic and social impact strategies and incorporate them into their wealth planning practices.
Emerge as a trusted advisor to help clients build a legacy and achieve a positive impact for themselves, their family and the community.
Section 1: Defining philanthropic and social impact objectives in the context of wealth planning
Learn how families approach philanthropy, and how to set objectives and define a philanthropic approach that is tailored to the unique needs and legacy considerations of each family.
Section 2: Different approaches and strategies to carry out philanthropic and impact activities
Learn about the different strategies and trends of carrying out philanthropic activities, and the different ways a family can make impact.
Section 3: Implementation of philanthropic and social impact activities
Understand the practical aspects of implementing philanthropy, including different types of structures and how to decide which organisations to support. Learn about due diligence considerations and how to measure real impact.
Participants who successfully complete the programme will be awarded:
This programme is pending accreditation by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 90% course fee subsidy under the IBF Standard Training Scheme (IBF-STS).
Upon completion, participants will be: