Certificate for Family Office Practitioner – Family Office Investments

Programme Overview

The Certificate for Family Office Practitioner – Family Office Investments is the one of the modules for our signature programme – “Certified Family Office Practitioner”, which is devised to provide the skill set for those who are aspiring practitioners for the Family Office, and to provide a comprehensive understanding of the Family office perspectives, internal dynamics and structural setup.

The programme has been structured to cover a range of essential topics that form the core of a successful Family Office practitioner’s skill set. This stackable approach allows participants to complete the programme at their own pace, giving them the flexibility to balance their learning with their other professional commitments.

Modules

The Certificate for Family Office Practitioner – Family Office Investments provides participants with an understanding of the fiduciary duty of the family office executive in managing assets across generations. Participants will examine the family’s needs in deciding investment principles, emphasising the longevity and preservation of capital across generations.

Understanding the Objectives of the Family

Looking at investments through the lens of the family and understanding the family’s investment objectives
Understand what the factors, both internal and external are, that may impact the family’s objectives

Investing for Multi-Generations

Understand the investment time horizon for the family and preservation of capital across generations
The concept of diversification and asset allocation

Total: 8 CPD hours (1 day)

Learning Outcomes

Engage the family and key stakeholders to establish their key priorities in investments
Articulate the family’s investment objectives and time horizon
Develop and present relevant strategies and solutions for the family’s consideration
Explain how these solutions are aligned with the family’s objectives and time horizon

Download programme brochure

Who Should Attend

Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the family office segment

Multi and Single Family Office Representatives
Wealth Planning Professionals
Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
Family Trust Consultants
Private Client Practice Professionals including lawyers and accountants
External Asset Management Professionals
Financial Planners

Useful Links

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Private Banking Code of Conduct: https://abs.org.sg/industry-guidelines/private-banking

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

IBF Accreditation

This programme is accredited by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS).
Information on IBF-STS funding is available at https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS
Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles.

Certification

Upon completion, participants will be:

Eligible for 8 CPD Hours
Awarded the WMI Certificate for Family Office Practitioner – Family Office Investments

About IBF Certification

The following programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

Business Needs Analysis (PL3)
Stakeholder Management (PL4)
Business Environment Analysis (PL2)

Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/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 at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified

Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored

Note:

Fees shown are after IBF-STS funding. Subsidised^# fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.

^#Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and the terms & conditions governing registration, payment, cancellation, deferment and no-show.

Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Family Office” programmes. Click here for more information on GFO Circle membership.

The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.