Master Mandarin for a New Era of Investment in just 2 months
This course is tailored for wealth management professionals looking to integrate portfolio management with impactful philanthropy strategies. It equips participants with the necessary skills to address major global challenges, such as poverty, health, education, and climate change, while leveraging innovative financial tools like quantitative investments and robot advisors.
KEY LEARNING OUTCOMES
Upon completion of this course, participants will be able to:
- Understand Portfolio Management Philosophy and Processes.
- Analyze Market Strategies and Investment Themes.
- Explore Quantitative Investment Tools and Robot Advisors.
- Gain insights into Philanthropy, ESG Integration, and Wealth Management.
- Develop strategies to build trust with Chinese-speaking clients.
WHY CHOOSE THIS COURSE?
- Learn innovative portfolio management strategies for global impact.
- Explore the integration of philanthropy and investment management.
- Acquire skills to engage Chinese-speaking clients confidently.
- Gain practical insights into market strategies and ESG applications.
WHO SHOULD ATTEND?
Wealth management professionals, Family office consultants, Trustees and offshore service providers. Financial planners specializing in legacy and family wealth management
COURSE DETAILS
Duration: 24 Hours (8 sessions)
Language: Mandarin
Delivery Mode: Synchronous e-learning
Location: Online
Course Schedule:
25 Nov’25 – 27 Jan’26 | 7pm – 10pm | Online
ENTRY REQUIREMENT
- C6 in GCE ‘O’ Level Chinese
- Hanyu pinyin input method (汉语拼音输入法) using one’s personal computer (PC) web-browser
CERTIFICATION
Participants who successfully complete the
course and assessments will receive a Certificate of Proficiency.
Course Fees
| LEARNER CATEGORY | SINGAPORE CITIZEN 21 – 39 YEARS OLD | PR ≥ 21 YEARS OLD | SINGAPORE CITIZEN ≥ 40 YEARS OLD |
| Full Course Fee (Before GST) | $650 | $650 | $650 |
| Training Grant (Up to 70% Funding) | -$325(50%) | -$325(-50%) | -$455(-70%) |
| Net Amount Payable (Incl. 9% GST) | $383.50 | $383.50 | $253.50 |
UTAP – Get up to 50% Nett Course Fee support as an NTUC Member!
| Business Mandarin For Investment Consultants (Synchronous e-learning) | |
| Course ID | TGS-2023017848 |
| Available until | 05-10-2027 |