Family Office Advisor: Philanthropy Advisory (Synchronous E-Learning)

Finance & Investment

Next Intake: 19 Feb 2025 (Wed)

Basic
SkillsFuture
Short Courses
This module is part of Family Office Advisor

This programme is conducted online.

Next course starts on

19 Feb 2025 (Wed) See Full Schedule

Fee

SGD632.20* (as low as SGD226.20 after maximum funding) Learn More

Duration

0.5 day
Weekday (9am - 1pm)

Level

Basic

Who Should Attend

Private Banking Professionals
Family Office Advisors
Wealth Professionals Working in the Financial Sector Interested to Acquire Knowledge in Philanthropic Advisory

Overview

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.

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	COMPANY 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
¹50% IBF-STS funding for Singapore Citizens and Permanent Residents
²70% 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.

Intake Information

Next Intake: 19 Feb 2025 [Open for Registration]

Trainers

Helene Li

Co-Founder

GoImpact Capital Partners

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.