Taking participants beyond the Whats and Hows of Family Offices, the advanced level delves deeper by first shedding light on the heart of today’s UHNW families. The programme explores the psychology and motivations of today’s affluent dynasties, uncovering an array of opportunities available, including the fast-emerging area of impact investing — for clients who wish to reflect their values for society and the environment in their wealth decisions.
This is the second part of a two-part course. Completion of the Certificate for Family Advisors – Foundation programme is required prior to taking the Certificate for Family Office Advisors – Advanced programme.
Participants will gain a comprehensive and actionable framework with tools that can be put into practice in analysing their client’s operating context, and recommending sustainable and responsible strategies to meet their financial and philanthropic ambitions.
Total CPD Hours: 31.5 CPD hours
SILE CPD (for lawyers): 3.5 hours
Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the Family Office segment
Participants who successfully complete the programme will be awarded:
Upon completion, participants will be:
Awarded the WMI Certificates for
About IBF Certification
The following programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Certificate for Family Office Advisors – Advanced
Certificate for Family Office Advisors Advanced – Investing and Risk Management for the Family
Certificate in Environment and Social Governance for Family Offices
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
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 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.