P220215MHQ

Rebalancing Your Clients’ Portfolio to be ESG-Aligned (Hybrid Learning)

Programme Scheme : IBF-STS


Programme Title Rebalancing Your Clients’ Portfolio to be ESG-Aligned (Hybrid Learning)
Programme Scheme IBF-STS
Training Provider momenta Group Pte Ltd
Purpose of Programme

Understand & articulate ESG principles, best practices & opportunities with clients through a strategic & engaging advisory conversation.

Programme Website
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Asset Management, Corporate Banking, Financial Planning, Private Banking and Wealth Management, Retail Banking
Location of Training
Training Duration/ CPD Hours: 12.5 Hr(s)
2 Full Day(s) over 2 Week(s)
Name of Contact Person: Dean Enoza
Designation
DID
Email dean.enoza@momenta.biz
Skills Category Skills and Competencies Proficiency Level
E. Investment and Financial Management E15. Environment and Social Governance 4