Delivered in Mandarin, this programme intends to teach skills specific to the Greater China Market context. Covering East-West learnings, the programme provides insights into the dynamics and psychology of wealthy Chinese families and their approach to wealth and succession planning. Participants will also be given an overview of common family office structures, challenges faced by families who are multi-located and how they operate. This programme will be particularly useful for advisors handling the Chinese markets.
Designed specially for professionals serving the Ultra High Net Worth (UHNW) segment within the Greater China Market, the programme will be delivered in Chinese and comprises six different modules covering East-West learnings. Participants will be given an overview of common family office structures, challenges faced by families who are multi-located and how they operate.
Total: 19 CPD hours
This course is conducted in Mandarin. Participants should preferably be proficient in Mandarin in order to fully benefit from this course.
Participants who successfully complete the programme will be awarded:
Participants who successfully complete the programme will be:
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.
Upcoming intake for this programme will be conducted in-person.