Family Office

Certificate in Philanthropy and Social Impact

Programme Overview

The Certificate in 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 especially 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.

Upcoming Dates

Modules

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 for 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.

Download programme brochure

Who Should Attend

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

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 underCertificate in Philanthropy and Social Impact (TGS-2022602222) 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 IBF-STS CPD hours
Awarded the WMI Certificate for Philanthropy and Social Impact

About IBF Certification

This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

Philanthropy Advisory 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

Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Company-Sponsored	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. 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 “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.