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
Participants who successfully complete the programme will be awarded:
Participants who successfully complete the programme will be:
A non-refundable application fee of S$85 is required upon online application submission.
Click here to read more about the course fee subsidies under the IBF-STS scheme, and terms & conditions governing registration, payment, cancellation, deferment and no-show
The information above is correct at the time of publication. The 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.