Certified Family Office Advisor

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.

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 (5 days)

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

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

Download programme brochure

Who Should Attend

Individuals with more than 3 years of relevant experience and 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

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

SILE: https://www.silecpdcentre.sg/

Certification

Participants who successfully complete the programme will be awarded:

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

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.

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.

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.