Family Office Advisor: Philanthropy Advisory (Synchronous E-Learning)
- Finance & Investment
This programme is conducted online.
0.5 day
Weekday (9am - 1pm)
Who Should Attend
- Private Banking Professionals
- Family Office Advisors
- Wealth Professionals Working in the Financial Sector Interested to Acquire Knowledge in Philanthropic Advisory
Overview
Embark on a fascinating journey to develop essential advisory skills and knowledge in philanthropy advisory. This course will empower you to detect the subtle signs of a client's philanthropic inclinations and stay updated with the latest global philanthropic themes and trends, including impact investing.
Gain basic advisory skills and knowledge in philanthropy advisory by detecting nuanced signs of a client's philanthropic tendencies, keeping pace with relevant global philanthropic themes and developments, and impact investing. Familiarise yourself with keywords and events that could indicate philanthropic interest from a client and the general knowledge of the ecosystem supporting such activities.<br />
Be adept at identifying the philanthropic needs of prospective donors and support the identification of philanthropic objectives in their clients and offer insightful advisory.
Learning Objectives
- Acquire knowledge under Level 3 of the Philanthropy Advisory TSC
- Demonstrate the abilities under Level 3 of the Philanthropy Advisory 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
|
$342.201 |
$342.201 |
|
Singapore Citizen ≥ 40 years old |
$226.202 |
$226.202 |
|
International Participant |
$632.20 |
$632.20 |
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
Standards Training Scheme
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.
For training programmes commencing from 1 Jan 2023:- Individuals must be physically based in Singapore.
- Singapore Citizens and PRs will be eligible for 50% funding of direct training cost.
- Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training cost.
- Funding amount is capped at S$3,000 per participant per course.
- Course fees subsidies will not apply to self-sponsored individuals who are not employed by financial institutions and Singapore FinTech Association certified FinTech firms for critical core skills (generic /soft skills) and future-enabled skill only courses.
- Trainees are only eligible for a one-time grant of course fee subsidies for the course per calendar year, subject to their successful completion of the course.
Click here for more details.
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*Registration will close 5 calendar days before the course start date, or once the class is full, whichever comes first.
Additional Details
About IBF Certification
This course addresses the following Technical Skill and Competency (TSC) and proficiency level:
- Philanthropy Advisory Proficiency Level 3
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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