Advanced Certificate in Venture Capital Module 5: Portfolio Management Plan and Framework
- Finance & Investment
2 days
Who Should Attend
Entrepreneurs and business professionals interested to understand how Venture Capitalists (VCs) operate to better prepare or differentiate their companies for investments by VCs.
Finance professionals interested to equip themselves with a comprehensive appreciation of the Venture Capital industry and its practices.
Pre-requisites:
Participants should have at least 2 years of working experience with interest in Venture Capital management/ practices; Tertiary qualifications.
Overview
Portfolio management seeks to protect and increase the value of Venture Capitalist (VC)s’ investments through the adoption of sound financial, operation and regulatory knowledge. This is especially important with the current volatile geo-political tensions and wildly fluctuating financial markets.
This module focuses on the key elements in the portfolio management process and aims to equip participants with the essential skills to design and construct a portfolio strategy.
Learning Objectives
At the end of the 2-day module, participants will be able to:
- Understand and learn about the key components of portfolio management techniques and common methodologies
- Acquire a user-friendly toolkit including anti-bribery, reporting standards, environment, social, governance, fund raising, portfolio engagement and monitoring framework
- Perform a due diligence game to apply all the key concepts of portfolio management techniques and execute portfolio management methodologies
- Design and construct a portfolio strategy
- Apply key concepts and implement a portfolio management plan
Topic/Structure
Day 1:
Key elements in portfolio management process in VC industry:
- Portfolio construction & diversification
- Portfolio engagement, monitoring & evaluation
- Environment, Social and Governance (ESG) Framework
- Legal & Regulatory
- Reporting Standards
- Anti-Bribery and Corruption
- Anti-money laundering
- Strategic & Valuation Management
- Business Development
- Fund Raising
- Exit Strategies
- Implement a toolkit to provide a basic portfolio management plan to a start-up
- Do a self-exercise and apply the portfolio management plan.
Day 2:
Apply a Portfolio Management Plan Framework
- Basic components of a Portfolio Management Plan
- Appreciate the challenges during the portfolio management journey with global case studies
- Guest speakers to share about the portfolio management challenges
- Do a self-exercise and apply the portfolio management plan
A Portfolio Management Game:
- An interactive game to assist participants to master the learning objectives by identify and apply key methodologies in portfolio management
- Perform a guided exercise to provide participants to reflect and internalize and benchmark the participants against themselves in portfolio management skills across scenarios commonly used in venture capital industry
- Assessment, Closing Debrief and Feedback
Assessment
There will be presentation or written assessments for each module.
Participants have to meet a minimum attendance rate of 75% and have to complete all assessment(s) required by the course. Only upon meeting the minimum attendance and passing the assessment will participants be issued a Certificate of Completion.
Participants who fail the assessment will be given a chance for re-assessment at a fee of SGD100.00 (excluding prevailing GST). Each participant is allowed 1 re-assessment. The re-assessment has to be taken within 7 calendar days from the end of the course date. It will be held on a weekday specified by SMU Academy and conducted during office hours. Please note that re-assessment fees are not supported by SSG Funding.
Participants who meet the minimum attendance rate but do not achieve a pass for the assessment will be issued a Certificate of Participation.
Participants are required to bring their laptop to access the course materials, class exercises and individual assessment(s).
In order to be awarded with Advanced Certificate in Venture Capital, participants are required to complete all 6 modules (ideally in sequence) within 2 years. Please note that as much as possible, Module 6 should only be attempted after the rest of the modules have been completed.
Calculate Programme Fee
Fee Table
| COMPANY-SPONSORED | |||
|
PARTICIPANT PROFILE |
SELF-SPONSORED |
SME |
NON-SME |
|
Singapore Citizen < 40 years old Permanent Resident LTVP+
|
$654 (After SSG Funding 70%) |
$254 (After SSG Funding 70% |
$654 (After SSG Funding 70%) |
|
Singapore Citizen ≥ 40 years old |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
|
International Participant |
$2,180 (No Funding) |
$2,180 (No Funding) |
$2,180 (No Funding) |
All prices include 9% GST
Please note that the programme fees are subject to change without prior notice.
Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.
Self Sponsored
SkillsFuture Credit
Singapore Citizens aged 25 and above may use their SkillsFuture Credits to pay for the course fees. The credits may be used on top of existing course fee funding.
This is only applicable to self-sponsored participants. Application to utilise SkillsFuture Credits can be submitted when making payment for the course via the SMU Academy TMS Portal, and can only be made within 60 days of course start date.
Please click here for more information on the SkillsFuture Credit. For help in submitting an SFC claim, you may wish to refer to our step-by-step guide on claiming SkillsFuture Credits (Individual).Workfare Skills Support Scheme
From 1 July 2023, the Workfare Skills Support (WSS) scheme has been enhanced. Please click here for more details.
Company Sponsored
Enhanced Training Support for SMEs (ETSS)
- Organisation must be registered or incorporated in Singapore
- Employment size of not more than 200 or with annual sales turnover of not more than $100 million
- Trainees must be hired in accordance with the Employment Act and fully sponsored by their employers for the course
- Trainees must be Singapore Citizens or Singapore Permanent Residents
- Trainees must not be a full-time national serviceman
- Trainees are eligible for ETSS funding only if their company's SME status is approved prior to the course commencement date. To verify your SME's status, please click here.
Please click here for more information on ETSS.
Absentee Payroll
Companies who sponsor their employees for the course may apply for Absentee Payroll here. For more information, please refer to:
AP Guide (Non-SME Companies)
Declaration Guide (SME Companies)
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Testimonials
Additional Details
Programme Registration
Applications will be reviewed by our Programme Admissions Committee. The decision made by the committee is final and no request to review the decision or reveal the considerations leading to the decision would be entertained.
Certified Professional Business Manager (CPBM)
This programme is part of Certified Professional Business Manager. Participants who successfully complete 6 courses/modules with a minimum of 15 training days, from a list of qualifying programmes (terms and conditions apply) within 5 years will receive the Certified Professional Business Manager (CPBM). For example:
Please click here for CPBM details and list of qualifying programmes.
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