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.
The programme has been structured into 2 parts.
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.
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 the 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.
Total: 20 CPD hours
SILE CPD (for lawyers): 3 hours
Taking participants beyond the Whats and Hows of Family Offices, the advanced level delves deeper by first shedding light on the heart of today’s UHNW families. The programme explores the psychology and motivations of today’s affluent dynasties, uncovering an array of opportunities available, including the fast-emerging area of impact investing — for clients who wish to reflect their values for society and the environment in their wealth decisions.
This is the second part of a two-part course. Completion of the Certificate for Family Advisors – Foundation programme is required prior to taking the Certificate for Family Office Advisors – Advanced programme.
Total: 23.5 CPD hours
SILE CPD (for lawyers): 3.5 hours
Individuals with more than 3 years of relevant experience and demonstrated applied knowledge in the various functions within the family office segment
Participants who successfully complete the programme will be awarded:
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.
Dates published may be subject to change.