Certificate in Applied ESG Investment Advisory

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Programme Overview

The Certificate in Applied ESG Investment Advisory is a six half-days overall programme that is a combination of the Certificate in ESG Landscape and Investment Advisory and the Certificate in Climate Change & Sustainability.

Sustainability is essential to long-term value creation and will be key to delivering forward-looking and resilient portfolios. But how can you cut through the noise and deliver practical, applied ESG solutions while also achieving risk-adjusted returns? The integration of environmental, social, and governance (ESG) considerations into financial decision-making can be of mutual benefit to investors seeking long-term risk-adjusted returns as well as to a wider set of stakeholders seeking to ensure that finance is aligned with the broader interests of society at large.

Going beyond understanding the fundamental concepts of ESG, the course requires participants to put sustainable investing techniques into practice by implementing portfolio construction and security selection methods. This allows participants to evaluate hypotheses and accepted techniques in sustainable investing.

To achieve climate neutrality or net-zero emissions, many corporations have set targets, but assessing both physical and transitional risks is necessary to determine the path towards net-zero. This program aims to address these challenges and assist investors in aligning their portfolios with the risks and opportunities that arise from climate change. Participants will gain a comprehensive understanding of the ongoing changes, enabling them to develop effective investment and corporate strategies to tackle the challenges of climate change.

Programmes Offered

Certificate in Applied ESG Landscape and Investment Advisory

This programme is specifically designed for wealth management professionals, client advisors and investment counsellors with over three years of experience serving Family Offices or Ultra High Net Worth Individuals (UHNWI). Participants will learn to identify ESG considerations and structure ESG investment strategies, incorporating them into their wealth planning practices.

Define the purpose and benefits of incorporating ESG considerations in an investment portfolio.
Design and advise on investing strategies that are aligned to business and stakeholder ESG objectives and overall investment roadmaps.
Develop and operationalise asset stewardship, governance and evaluation methodologies to assess sustainable investment strategies, decision-making and actual ESG impact.
Apply ESG reporting frameworks for communication, disclosure and engagement with stakeholders.

Certificate in Climate Change & Sustainability

This program looks at the issues of assessing both physical and transitional risks, enabling participants to understand and mitigate the ongoing changes, as well as devise investment and corporate strategies to address the challenge of climate change.

Identify the impacts of key policies or NDC’s being implemented in the country of operation to mitigate climate change.
Assess the impact of these policies and NDC’s on corporate strategy and corporate valuation.
Develop a strategy to identify climate-related risks and opportunities.
Identify management and governance strategies that can help to mitigate the identified risks.
Devise a strategy to mitigate and adapt to the climate risks identiﬁed.

Section 1: Introduction and ESG Objective Setting

Topics covered provides an overview and analysis of different ESG strategies, explores global trends and adoption of sustainable investing, focuses on the landscape and ecosystem of ESG in Asia, illustrates best practices for integrating climate and ESG investing across various asset classes and alternative investments, and provides an overview of the sustainability reporting ecosystem along with its key highlights.

Section 2: ESG Standards, Reporting and Impact Measurement

The topics covered include ESG integration, ESG reporting, impact measurement, regulatory and policy landscape, product disclosure standards, the range of ESG investment products, and the role of ESG in structuring investment portfolios.

Section 3: Portfolio Construction, Risk & Governance
Understand the challenges and risks associated with ESG. Emphasis is placed on leveraging research techniques and data analytics to effectively conduct ESG investment screening, due diligence, and selection processes, while also covering topics related to portfolio monitoring, risk management, and strategies for improving ESG performance.

Section 4: Overview of Sustainable Investing Partners

Topics covered include an overview of sustainable investing partnerships, i.e. public-private partnerships, regional partnerships, e.g. government partnerships, or fund partnerships.

Private markets strategies to encourage impact.
Transformation from private banking to wealth management.

Section 5: Climate Risks & The Race to Net Zero

Overview of Climate Change Management and basic climate science concepts.

Section 6: Decarbonization Strategies & Wrap Up

Decarbonisation goals, net zero and decarbonisation strategies.

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Who Should Attend

Asset Managers
Wealth and Estate Planning Professionals
Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
Family Office Professionals
Family Trust Advisors and Consultants

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Certification

Participants who successfully complete the programme will be awarded:

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored

Fees and Funding

Certification
Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
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 GST (With effect from 1 January 2023) (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$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
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	5,100.00	5,559.00	3,009.00	1,989.00

Fees and Funding

Certification
Core Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
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

The programme will be held across 6 morning half-days in a hybrid format, the assessment and class discussions will be held physically on the premises.