Family Office

Certified Family Office Advisor

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

The “Certified Family Office Advisor” is WMI’s signature programme designed to build capabilities for the existing advisors to Family Offices. Through practice-led discussion, participants learn the key communication strategies to establish family constitution, vision, and charter, and emerge with key competencies in the aspects of wealth succession tools, family governance tools and structures, investment landscape, and the specifics of managing transgenerational family assets.

Upcoming Dates

Programme Structure

The programme has been structured into 2 parts.

Part 1 – Certificate for Family Office Advisors – Foundation (3 days)
Part 2 – Certificate for Family Office Advisors – Advanced (4 days)

Completion of the Certificate for Family Advisors – Foundation programme is required prior to taking the Certificate for Family Office Advisors – Advanced programme.

Upon successful completion of the Certificate for Family Office Advisors – Advanced, the participant will be eligible for WMI’s credentials for Certified Family Office Advisor, in tandem with IBF’s certification eligibility requirements.

The participant will be offered a complimentary 1-year Membership to the Global-Asia Family Office Circle.

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Certification

Participants who successfully complete the programme will be awarded:

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

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). If you are taking both certifications, the application fee will only be charged once.

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

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.

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.