Family Office Advisor: Business Environment Analysis
- Family Office
- Innovation & Business Improvement
This programme is conducted on-campus.
1 day
Weekday (9am - 5pm)
Who Should Attend
- Relationship managers
- Wealth management advisors
- Professionals who manage high net worth and ultra-high net worth clients in Private Banking/ Wealth Management
- Financial practitioners
- Professionals who work in Financial Institutions (FIs)
Overview
Participants will explore a range of business environment tools, competitive risk and business models, key reporting metrics and KPIs, market sizing and segmentation, and application to current wealth management and family office practices.
Learning Objectives
- Understand typical wealth planning needs and the legal framework governing wealth planning
- Develop techniques on how to manage client relationships
- Acquire knowledge under Level 4 of the Business Environment Analysis TSC
- Demonstrate the abilities under Level 4 of the Business Environment Analysis TSC
Assessment
At the end of the course, participants will be assessed on their competencies acquired through the learnings via a quiz.
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.
Fee Table
|
PARTICIPANT PROFILE |
SELF-SPONSORED |
COMPANY SPONSORED |
|
Singapore Citizen < 40 years old Permanent Resident
|
$5901 |
$5901 |
|
Singapore Citizen ≥ 40 years old |
$3902 |
$3902 |
|
International Participant |
$1,090 |
$1,090 |
All prices include 9% GST
1 50% IBF-STS funding for Singapore Citizens and Permanent Residents
2 70% IBF-STS funding for Singapore Citizens aged 40 years old and above
For more information, you may refer to this link.
Note: Fees may be subject to change, according to prevailing funding terms and conditions from the Institute of Banking and Finance Singapore (IBF)
IBF - STS Funding (For courses commencing from 1 Jan 2023 onwards)
Standards Training Scheme
IBF-STS Funding of 50% is available to eligible institutions and qualified individuals, subject to meeting the attendance requirement and passing of assessment. The IBF-STS funding is subject to a cap of S$3,000 per participant per programme.
Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.
The IBF Standards Training Scheme (IBF-STS) provides funding for training and assessment programmes accredited under the Skills Framework for Financial Services. It is applicable for both Company-Sponsored and Non Company-Sponsored individuals.
Click here for more details.
Intake Information
Next Intake: To be advised
Additional Details
About IBF Certification
This course addresses the following Technical Skill and Competency (TSC) and proficiency level:
- Business Environment Analysis Proficiency Level 4
Participants are encouraged to access the IBF MySkills Portfolio to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process here.
