Creating a Client-centric Sustainability Investment Journey
- Environmental, Social & Corporate Governance
- Finance & Investment
- Leadership & Management
This module is conducted in-person.
1 day
Weekday (9am - 5pm)
Who Should Attend
- Private Bankers and Client Relationship Managers
- Sustainability Investment Advisors and Investment Transformation Project Managers
- Portfolio and Asset Advisors
- Family Office Professionals
- Family Trust Advisors and Consultants
PREREQUISITES
Participants should be familiar with basic investment concepts and portfolio construction.
Overview
The regulatory landscape in Asia is evolving alongside the region’s growing commitment to addressing sustainability challenges. Where Europe has gotten a head start on the sustainability investment advisory journey, there are also unique challenges where the client's experience has been compromised as a result. What can Asia learn from Europe in order to be better? Many banks have jumped headfirst into offering “Sustainability-themed” investment advisory without first understanding their clients’ attitude towards sustainability in investing. In this 1-day course, participants will be equipped with the essential knowledge and skills necessary to navigate the complexities of sustainability regulations, and implement a client-centric investment journey that can differentiate the bank from its peers.
Learning Objectives
At the end of the 1-day course, participants will be able to:
- Understand Asia’s Sustainability Regulations and its impact on the investment journey
- Learn from lessons drawn from Europe’s Sustainability regulations on the investment journey
- Learn how regulations will impact client experience
- Understand the strategic vision behind a client-centric Sustainability investment journey
- Learn how to start implementing a client-centric Sustainability investment journey
Assessment
As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.
Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.
Calculate Programme Fee
Fee Table
| COMPANY-SPONSORED | |||
|
PARTICIPANT PROFILE |
SELF-SPONSORED |
SME |
NON-SME |
|
Singapore Citizen < 40 years old Permanent Resident LTVP+
|
$327 (After SSG Funding 70%) |
$127 (After SSG Funding 70% |
$327 (After SSG Funding 70%) |
|
Singapore Citizen ≥ 40 years old |
$127 (After SSG Funding 70% |
$127 (After SSG Funding 70% |
$127 (After SSG Funding 70% |
|
International Participant |
$1,090 (No Funding) |
$1,090 (No Funding) |
$1,090 (No Funding) |
All prices include 9% GST
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 will be able to enjoy ETSS funding only if the company's SME's status has been approved. 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)
Intake Information
This module is conducted in-person.
| Course | Dates |
|---|---|
| INTAKE 1 | 15 Jan 2025 [Open for Registration] |
*Online registration will close 5 calendar days before the course start date
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