Contact Us
Social Media
Drawing on real-world case studies, the foundation level facilitates the overall understanding of the types of family offices, their different functions, the legal and fiscal context in which they operate, as well as means and tools that can help protect wealth for the long term. A significant part of the learning will seek to understand the human context of wealth owners: individuals, entrepreneurs and families. This is the first of a 2 part course and is required prior to taking the Certificate for Family Office Advisors-Advanced programme.
The programme is tailored to industry practitioners who wish to have practical and in-depth understanding of family offices, globally and in the context of the Asian family landscape. Participants will emerge with core knowledge, capabilities, tools and insights to support their clients in managing and elevating multi or single family offices operations.
Total: 20 CPD hours
FAA CPD: 5 hours
SFA CPD: 5 hours
Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the family office segment
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF Accreditation
SILE
Certification
Participants who successfully complete the programme will be:
Modules | Full Fees (S$) |
Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$) | ||
---|---|---|---|---|
Before GST | After GST | Company-Sponsored | ||
Application Fees | 85 | 85 | ||
Course Fees | 6000 | 6420 | 1020 | 642 |
TOTAL | 1105 | 727 |
Modules | Full Fees (S$) |
Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$) | ||||||
---|---|---|---|---|---|---|---|---|
Before GST | After GST |
Singaporean Aged Below 40 / PR
|
Singaporean Aged 40 & Above
|
|||||
Application Fees | 85.00 | 85.00 |
|
|
||||
Course Fees | 6,000.00 | 6,480.00 |
|
|
||||
TOTAL | 6,085.00 | 6,565.00 |
|
|
Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$) | |||||
---|---|---|---|---|---|---|---|
Singaporean/PR
|
Singaporean Aged 40 & Above
|
||||||
Application Fee | 85.00 | 85.00 | 85.00 | 85.00 | |||
Course Fee | 6420.00 | 2220.00 | 2220.00 | 1020.00 | 1020.00 | ||
Total | 2305.00 | 2305.00 | 1105.00 | 1105.00 |
Programme Fee |
---|
Modules | Full Fees (S$) |
Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$) | |||||
---|---|---|---|---|---|---|---|
Before GST | After GST |
|
|
Modules | Full Fees (S$) |
Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$) | |||
---|---|---|---|---|---|
Before GST |
|
|
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.
No events found
- - - |
- - - |
- - - |
- - - |
- - - |
- - - |
- - - |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
|
- - - |
- - - |
- - - |
- - - |
- - - |
- - - |
- - - |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
DN_T |
|
You have no events for this day
You have no events for this month
You have no events for this month
No mapped events found in this timeline
Research
GFO Circle
Media
Connect With Us