Certificate for Family Office Advisors for Greater China Markets

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.

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: 22 CPD hours

Family Offices Around the World

Understanding the Culture and Mindset of Wealthy 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

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

This course is conducted in Mandarin. Participants should preferably be proficient in Mandarin in order to fully benefit from this course.

Useful Links

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Private Banking Code of Conduct: https://abs.org.sg/industry-guidelines/private-banking

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$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored
Application Fees			85	85
Course Fees	6000	6420	1020	642
TOTAL			1105	727

Note:

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.

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

Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible

Certificate for Family Office Advisors for Greater China Markets - 19-21 March 2025, or 26-28 March 2025