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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.Â
This is the second part of a two part course. Completion of the 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.Â
Total: 23.5 CPD hours
Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the Family Office segment
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Participants who successfully complete the programme will be awarded:Â
Accreditation
IBF Accreditation
SILE
Certification
Participants who successfully complete the programme will be awarded the WMI Certificate for Family Office Advisors – Advanced
In addition, participants who meet the experience requirement as mandated by IBF will be eligible for Certification in Family Office Advisor – Private Banking . Terms and conditions apply. For more information, please visit https://www.ibf.org.sg/certification/Pages/Why-be-Certified.aspx?p=Professional+Development
Note:
A non-refundable and non-claimable application fee of S$85 is required upon application submission.
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.
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.
To ensure that the programme is conducted in a safe environment compliant to Safe Management Measures (SMM), we are monitoring the SMM advisory closely. More information about the programme dates will be communicated to all successful applicants closer to the commencement date.