Certificate in Applied ESG Investing and Asset Management

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Programme Overview

The course provides an overview of sustainable investing, including investing approaches and challenges in implementing ESG investing in both public and private investments. Sustainability is a core part of long-term value creation: sustainable finance means identifying the repeatable sources of economic return through a holistic understanding of the notion of capital, one that includes natural and human capital in addition to produced capital.

The course articulates the ways in which the integration of environmental, social, and governance (ESG) considerations, can impact the investment considerations of your stakeholders. Going beyond understanding the fundamental concepts of ESG, the course requires participants to put sustainable investing techniques into practice.

Modules

At the end of the course, you will be able to:

Explain impact measurement trends and developments to stakeholders
Research and support the impact measurement and reporting process
Research and advise customers and internal stakeholders on strategies and approaches to achieve sustainability-related goals and outcomes
Analyse and apply the knowledge on sustainability-related developments in the non-financial industries

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Who Should Attend

Asset Managers
Investment professionals
Family Office Advisors and Consultants
Private Banking and Wealth Management

This course will be particularly relevant for teams in investment roles such as portfolio management, investment analysis, asset allocation, investment product management, investment strategy and research.

Useful Links

Certification

Participants who successfully complete the programme will be awarded:

Fees and Funding

Certification
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

Certification
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	85.00 85.00	85.00 85.00
85.00	85.00
85.00	85.00
Tuition Fees	5,100.00	5,457.00	1,887.00 867.00	1,637.00 545.70
1,887.00	867.00
1,637.00	545.70

Fees and Funding

Certification
Modules	Fees after Subsidy (incl. of GST)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Application Fees	85.00	85.00	85.00	85.00	85.00
Tuition Fees	5,457.00	1,887.00	1,637.10	867.00	545.70

Certification
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

Certification
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 Company Sponsored/Self Sponsored	Singaporean Aged 40 & Above Company Sponsored/Self Sponsored
Singaporean Aged Below 40 / PR
Company Sponsored/Self Sponsored
Singaporean Aged 40 & Above
Company Sponsored/Self Sponsored
Course Fees	2,250.00	2,452.50	1,327.50	877.50

Fees and Funding

Certification
Core Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST		Singaporean Aged Below 40 / PR	Singaporean Aged 40 & Above
Company Sponsored/Self 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.

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.

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

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.

Schedule

Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible.