| Open-Run Schedule | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
The Certificate in Philanthropy in Wealth and Legacy Planning empowers client advisers to use philanthropy as a strategic gateway for deeper, longer‐term relationships with wealth‐holding families. Advisers learn how to identify clients’ philanthropic motivations, uncover legacy priorities across generations, and facilitate meaningful conversations that extend beyond investments.
By understanding a family’s giving philosophy, advisers gain more authentic touchpoints and open doors to parts of the family they may not currently engage. This creates opportunities to broaden share of wallet, strengthen trust, and position the adviser as a long‐term partner.
At the end of the course, participants will be able to:
Identify client profiles to initiate legacy and philanthropy discussions
Engage multiple generations and stakeholders within a family
Navigate differing multi‐generational perspectives and facilitate alignment
Recommend suitable philanthropic structures with confidence
Total CPD Hours: 8
We have nurtured a vibrant community of professionals through our programme. Our participants boast a diverse mix of accomplished professionals, coming together to share insights, collaborate, and further advance their expertise.
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Participants who successfully complete the programme will be awarded:
Accreditation
This course 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.
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.
Certification
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Participants are encouraged to access the IBF MySkills Portfolio (MySkills Portfolio (ibf.org.sg)) 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/certification-application
Fees and Funding
| 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 | |
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||||
|---|---|---|---|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |||||
| Application Fees | 85.00 | 85.00 |
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| Tuition Fees | 3,400.00 | 3,638.00 |
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Fees and Funding
| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||
|---|---|---|---|---|---|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
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| Course Fees | 1,800.00 | 1,962.00 | 1,062.00 | 702.00 | |||
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | Below 40 | 40 & Above | ||
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.
Eligible SG citizens may utilise SkillsFuture Credit 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.
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.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
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.
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.
The programme is on an Open-Run Schedule.
We offer in-house class runs as well, which provide an opportunity to customise the programme based on your institution’s priorities. Please reach out to enquire further.
| Modules |
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There are no prerequisites for our Certificate in Philanthropy and Social Impact programme.
There will be case studies, group and individual presentations during the programme. More information will be shared in the commencement email.
If you happen to fail the assessment, please be aware that reassessment will be conducted on a case-by-case basis. WMI will carefully review your situation and determine the most appropriate course of action for your particular circumstances.
Upon completion, participants will be awarded the WMI Certificate for Philanthropy and Social Impact
WMI will submit the IBF funding on your behalf. No action is required from your end. However, 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.
This programme is eligible for SkillsFuture Credit claim. We will share further details upon your registration.
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