Family Office Advisor: Business Needs Analysis

  • Family Office
  • Innovation & Business Improvement
  • Basic
  • Short Courses

This programme is conducted on-campus.

Next course starts on
To be advised
Fee
SGD1,635* (as low as SGD585 after maximum funding) Learn More
Duration

1.5 days
Weekday (9am - 5pm)
Weekday (9am - 1pm)

Level
Basic

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

This course is designed to help participants understand how to examine existing business processes, strategies, industry trends, and operations, so they can develop practical skills for evaluating the internal and external business needs of their organisation (such as a family office) and designing a solution framework.

Participants will put their knowledge to good use through in-class exercises & discussion, with an emphasis on family offices.

Learning Objectives

On successful completion of the course, students should be able to:

  • Acquire knowledge under Level 4 of the Business Needs Analysis TSC
  • Demonstrate the abilities under Level 4 of the Business Needs 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

EMPLOYER-SPONSORED

Singapore Citizen < 40 years old

Permanent Resident

$8851

$8851

Singapore Citizen ≥ 40 years old

$5852

$5852

International Participant

$1,635

$1,635

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)

Please note that the programme fees are subject to change without prior notice.

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.

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Trainers

Martin Lim
Adjunct Faculty
Singapore Management University

Additional Details

About IBF Certification 
This course addresses the following Technical Skill and Competency (TSC) and proficiency level: 

  • Business Needs 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.

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