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 Certified Family Office Practitioner programme is designed to cover a range of essential competencies and knowledge areas that aspiring professionals need to master in order to advance their careers in the family office sector.

 

Taught by leading family office professionals with deep domain expertise, these modules provide a structured learning pathway for family office professionals to deepen and expand their technical skills and competencies as defined in the Family Office job family within the Skills Framework for Financial Services.

 

This stackable approach enables participants to complete the programme at their preferred pace, giving them the flexibility to balance their learning with their other professional commitments.

Core Modules

Elective Modules (Select 1)

Successful completion of the programme qualifies individuals for WMI’s Certified Family Office Practitioner qualification.

 

Additional modules may be launched as a requirement to achieve WMI Certification in accordance to the latest Skills Framework for Financial Services. T&Cs applies.

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:

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.

Click here to read more about funding support for IBF-STS, and the terms & conditions governing registration, payment, cancellation, deferment and no-show.

 

Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.

 

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

Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible.

Core Modules

Certificate for Family Office Practitioner – Succession and Wealth Transfer - 14 March 2025
Certificate for Family Office Practitioner – Legacy and Impact - 4 March 2025
Family Office Risk Management & Controls - 14 April 2025
Certificate for Family Office Practitioner – Managing Family Dynamics - 20 March 2025
Certificate for Family Office Practitioner – Family Office Investments - 11 April 2025
Certificate for Family Office Practitioner – Family Office Management and Operations - 10 - 11 March 2025
Modules

Elective Modules

Certificate in Introduction to ESG Advisory - 28 February 2025
Certificate in Introduction to Climate and Decarbonisation Strategies - 2025 (exact date to be decided)

Testimonials

Testimonials

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DBS

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Upcoming Dates

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