Certificate in Philanthropy in Wealth and Legacy Planning
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| Open-Run Schedule | |
| Up to 70% IBF Subsidy and SkillsFuture Credit Claimable |
Trusted by industry leaders in wealth and finance
Programme Overview
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.
Learning Outcomes
At the end of the course, participants will be able to:
Identify client profiles to initiate legacy and philanthropy discussions
- Use structured conversations and values‐based tools to open deeper advisory discussions and strengthen long‐term client trust.
Engage multiple generations and stakeholders within a family
- Expand touchpoints to key influencers and decision‐makers to widen and deepen wallet share.
Navigate differing multi‐generational perspectives and facilitate alignment
- Through role-playing activities, apply practical techniques to manage sensitive conversations, resolve tensions, and guide families toward shared purpose.
Recommend suitable philanthropic structures with confidence
- Understand donor‐advised funds, trusts, foundations, and other giving vehicles to help clients choose structures that fit their intentions and governance needs.
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.
Who Should Attend
- Wealth Management Professionals
- Private Bankers and Client Relationship Managers handling UHNW and Family Office Segment
Useful Links
Download programme brochure
Certification
Participants who successfully complete the programme will be awarded:
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 | 85.00 85.00 | 85.00 85.00 |
| 85.00 | 85.00 | |||
| 85.00 | 85.00 | |||
| Tuition Fees | 3,400.00 | 3,638.00 | 1,258.00 578.00 | 1,258.00 578.00 |
| 1,258.00 | 578.00 | |||
| 1,258.00 | 578.00 |
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$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR Company Sponsored/Self Sponsored | Singaporean Aged 40 & Above Company Sponsored/Self Sponsored | |
| Singaporean Aged Below 40 / PR | ||||
| Company Sponsored/Self Sponsored | ||||
| Singaporean Aged 40 & Above | ||||
| Company Sponsored/Self Sponsored | ||||
| Course Fees | 1,800.00 | 1,962.00 | 1,062.00 | 702.00 |
Fees and Funding
Core Modules | Full Fees (S$) | 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.
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 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.
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