Our Programmes
Business Mandarin for Investment Consultants
A growing number of wealthy Chinese families are no longer thinking of investing and philanthropy as separate ventures, preferring to leverage on impact investing to achieve the two objectives at the same time, creating a complementary strategy of investment and philanthropy, particularly focusing on the major challenges of poverty, health, education and climate change. This trend will sweep across the world. Are you ready for this new challenge?
This course aims to instill wealth management professionals with the language and presentation skills pertaining to portfolio management, particularly impact investing and philanthropy management in order to empower them to tackle this new challenge confidently.
Module Content
Develop your vocabulary, refine your presentation skills and be more fluent in Business Mandarin pertaining to:
- The philosophy of portfolio management
- The process of portfolio management
- Market strategy and investment themes
- Quantitative investment and Robot Advisor
- Philanthropy and wealth management
- Introduction to Philanthropy in Singapore
- Venture philanthropy and ESG
Methodology
Lessons are conducted in a structured yet pragmatic manner as lectures are blended with group discussions, role-plays and individual assessments. The group discussions give participants the opportunities to share their experience while role-playing and presentation help the practice and application of the vocabulary and techniques learned through the course.
Learning Outcomes
Participants will be able to communicate in professional Business Mandarin and elaborate on the philosophy, processes, strategies of portfolio management, the future of quantitative investment and robot advisor as well as the seamless integration of philanthropy, venture and ESG to gain trust and convince Chinese clients.
Target Participants:
Professionals, Managers, Executives in the Wealth Management industry who wish to develop their Business Mandarin vocabulary pertaining to portfolio management, particularly impact investing and philanthropy management.
Medium of Instruction:
Mandarin
Total Training Hours: 24 hours (3 hours x 8 weeks)
Min. Chinese Proficiency of Applicant:
C6 Pass for GCE ‘O’ Level
Able to comprehend and answer the assessment in Chinese according to the learning mode
In-classroom Training: writing - pen and paper
Synchronous e-learning: hanyu pinyin input method (汉语拼音输入法) using one’s personal computer (PC) web-browser
Assessment and Certification
Participants who achieve 75% attendance and pass the end-of-course assessment will be awarded the Certificate of Proficiency.
Course Schedule
Date, Time:
Please call 63341080 for more information
Mode of Delivery:
Online via Zoom
Online Registration:
TBADate, Time:
Please call 63341080 for more information
Mode of Delivery:
Online via Zoom
Online Registration:
TBA
Total Training Hours: 24 hours (3 hours x 8 weeks)
Registration Closing Date: 7 days before course commencement
Course Fees
| Category | Singapore Citizens & Permanent Residents | Employer-sponsored and Self-sponsored Singapore Citizens aged 40 years and above | SME-sponsored Local Employees (i.e Singapore Citizen & Permanent Residents) |
|---|---|---|---|
| Funding Source | SkillsFuture Funding (Baseline) | SkillsFuture Mid-Career Enhanced Subsidy | SkillsFuture Enhanced Training Support for SMEs |
| Course Fees | $650.00 | $650.00 | $650.00 |
| SkillsFuture Funding | $325.00 | $455.00 | $455.00 |
| Total Nett Fee | $325.00 | $195.00 | $195.00 |
| GST (9%) | $58.50 | $58.50 | $58.50 |
| Total Fee Payable to SCCIOB | $383.50 | $253.50 | $253.50 |
Prices shown are not inclusive of application fee and/or any other additional fees that may be stipulated.
|
UTAP - Get up to 50% Nett Course Fee support as an NTUC Member! |
| In-Classroom Training | Synchronous e-learning | |
|---|---|---|
| TGS Code | TGS-2023017849 | TGS-2023017848 |
| Course Support Period | 09 Jan 2023 to 08 Jan 2025 | 09 Jan 2023 to 05 Jan 2025 |
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