Certificate for Family Office Advisors – Advanced

Programme Overview

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.

Modules

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 hours

A Deeper Look at Family Offices
Wealth, Family and Psychology
Responsible Wealth
Caring Wealth
Investing for the Family – Portfolio Management
A Deeper Look at Direct Private Equity Investments
Managing Risk for the Family

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
  • Participants who have completed the foundation programme

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

IBF Accreditation

 

  • The Certificate for Family Office Advisor – Advanced programme has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.  
  • Find out more on funding criteria and eligibility at www.ibf.org.sg
  • Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles.
  • For more information: www.ibf.org.sg/home/for-financial-institutions/resource-tools/skills-framework-for-financial-services

 

SILE

 

 

  • Eligible CPD Points: 3
  • Practice Area: Private Client
  • Training Level: Intermediate

 

Participants who wish to obtain CPD Points are reminded that they must comply strictly with the Attendance Policy set out in the CPD Guidelines. For this activity, this includes signing in on arrival and signing out at the conclusion of the activity in the manner required by the organiser, and not being absent from the entire activity for more than 15 minutes. Participants who do not comply with the Attendance Policy on any particular day of the activity will not be able to obtain CPD Points for that day of the activity. Please refer to www.sileCPDcentre.sg for more information.

Certification

Certification

Upon completion, participants will be:​

  • Eligible for 31.5 IBF-STS CPD Hours​

Awarded the WMI Certificates for

  • 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

 

About IBF Certification

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

 

Certificate for Family Office Advisors – Advanced ​

  • Conflict Management PL 5​
  • Philanthropy Advisory PL 5​

Certificate for Family Office Advisors Advanced – Investing and Risk Management for the Family​

  • Financial Analysis PL 5​
  • Wealth Planning Administration PL 4​
  • Risk Management PL 5​

 

Certificate in Environment and Social Governance for Family Offices

  • Environment and Social Governance (PL3)

 

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

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 terms & conditions governing registration, payment, cancellation, deferment and no-show.

 

Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.

 

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.

Schedule

modules

Certificate for Family Office Advisors - Advanced - 13 - 17 May (class), 23 May (assessment). Learners who finish the foundation before May 2024 can join the advanced class in May.
Certificate for Family Office Advisors - Advanced - 2 - 6 Sep (class), 12 Sep (assessment)
Modules
Modules

Testimonials

Testimonials

Upcoming Dates

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