Family Office

Certificate for Family Office Advisors for Greater China Markets

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

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.

Upcoming Dates

Modules

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

Family Offices Around the World

Understanding the Culture and Mindset of Wealth Asian Families

Dive into Family Office Solutions

Family Governance, Succession and Philanthropy

Tax and Regulatory Landscape in Singapore and Asia

Family Office Business & Financial Institutions

Interested Participants Also Enquired About:

Certificate for Family Office Advisors – Advanced

Certificate for Family Office Advisors – Foundation

Certificate in Trust Services

Certification

Participants who successfully complete the programme will be awarded:

IBF Accreditation

The Certificate for Family Office Advisor for Greater China Markets 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.

Certification

Participants who successfully complete the programme will be:

Awarded the WMI Certificate for Family Office Advisors for Greater China Markets Programme

Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored
Application Fees			85	85
Course Fees	6000	6420	1020	642
TOTAL			1105	727

Note:

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

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.

This programme is currently pending IBF accreditation and may be subject to changes. 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

Upcoming intake for this programme will be conducted in-person.

Certificate for Family Office Advisors for Greater China Markets - 5 - 7 Sep 2023

Certificate for Family Office Advisors for Greater China Markets - 21 - 23 Sep 2023

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Family Office

Certificate for Family Office Advisors for Greater China Markets

Programme Overview

Upcoming Dates

Modules

Interested Participants Also Enquired About:

Certificate for Family Office Advisors – Advanced

Certificate for Family Office Advisors – Foundation

Certificate in Trust Services

Who Should Attend

Certification

Schedule

Testimonials

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.