About Us

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


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:


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:

30th Aug to 18th Oct 2024, 7.00pm to 10.00pm

Mode of Delivery:

Online via Zoom

Online Registration:

Click here

Date, Time:

Please call 63341080 for more information

Mode of Delivery:

Online via Zoom

Online Registration:

Click here

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

Language & Culture

A diverse range of courses that incorporate Mandarin both at a business and a personal level...
Read More
View Detail

Business Studies

Business, management and skill-specific programmes to meet training & development needs of local industries...
Read More
View Detail

China Ready Programme

Develop & deepen your skills in order to be ready for the opportunities arising from the Chinese market...
Read More
View Detail

Upcoming Courses

Upskill. Innovate. Seize new Opportunities. - Advance your career with our upcoming courses at SCCIOB today!...
Read More
View Detail

Corporate Training

SCCIOB caters to the learning and development needs of a wide variety of corporate staff, including government officials, industry/company leaders & senior managers, working professionals and executives.

Sign Up Today