Certified Family Office Practitioner

Programme Overview

The “Certified Family Office Practitioner” is WMI’s new signature programme designed to equip aspiring practitioners with the necessary skill set to navigate the intricate landscape of the Family Office. This comprehensive programme aims to provide a deeper understanding of the Family Office perspectives, internal dynamics and structural setup, allowing participants to emerge as well-rounded practitioners in this field.

Programme Structure

The programme has been structured to cover a range of essential topics that form the core of a successful Family Office practitioner’s skill set. This stackable approach allows participants to complete the programme at their own pace, giving them the flexibility to balance their learning with their other professional commitments.

Additional modules will be launched in due course and may be required for certification by WMI.

 

This programme suite is designed to be taken on a modular basis based on each learner’s individual needs and experience.

Download programme brochure

Who Should Attend

Individuals with more than 3 years of relevant experience and had 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

Certification

Participants who successfully complete the programme will be awarded: 

Note:

Additional modules will be launched in due course and may be required for certification.

 

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.

Schedule

Dates are confirmed but subject to change. Participants will be updated accordingly.

Certificate for Family Office Practitioner – Family Office Management and Operations (Intake 2) - 22 & 23 Apr 2024
Certificate in Introduction to Climate and Decarbonisation Strategies - 10 May 2024
Certificate for Family Office Practitioner – Legacy and Impact (Intake 3) - 3 Jun 2024
Certificate for Family Office Practitioner – Family Office Investments (Intake 3) - 7 Jun 2024
Certificate for Family Office Practitioner – Succession and Wealth Transfer (Intake 4) - 10 Jun 2024
Sustainable Investment Management - 13 Jun 2024
Family Office Risk Management & Controls - 14 Jun 2024
Certificate for Family Office Practitioner – Managing Family Dynamics (Intake 3) - 16 Jul 2024
Modules

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