Team Leadership - Portfolio and Investment Risk Management
- Finance & Investment
- Leadership & Management
This programme is conducted on-campus.
1 day
Weekday (9am - 6pm)
Who Should Attend
- Relationship Management Directors
- Team Leaders in Private Banking Sector
PREREQUISITES
- Participants should be team leaders in the financial sector and possess foundational knowledge of portfolio and risk management.
- Participants should also preferably have IBF Level 2 certification.
Overview
Participants will acquire the skills to ensure the effectiveness of policies and procedures for managing investment and portfolio risks. These guidelines govern adherence to investment guidelines, and achieve the effective delivery of investment objectives.
Covering a broad spectrum, the programme includes topics such as reporting frequency, compliance with investment laws and regulations, audit knowledge, various types of financial and non-financial risks in portfolio management, stress testing scenarios, risk prevention and migration, as well as risk monitoring and compliance reporting. Additionally, participants will gain insight into risk management concepts and their practical applications.
Learning Objectives
- Acquire knowledge under Level 4 of Portfolio & Investment Risk Management TSC
- Demonstrate the abilities under Level 4 of the Portfolio & Investment Risk Management TSC
Assessment
- Multiple Choice Questions
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)
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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Additional Details
About IBF Certification
This course addresses the following Technical Skill and Competency (TSC) and proficiency level:
- Portfolio and Investment Risk Management 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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