Certified Family Office Practitioner

Certificate in Family Office Operations

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

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Programme Overview

The Certificate in Family Office Operations is the 4th of the five distinct modules for our signature programme – “Certified Family Office Practitioner”, which is devised to provide the skill set for those who are aspiring practitioners for the Family Office, and to provide a comprehensive understanding of the Family office perspectives, internal dynamics and structural setup.

The programme is structured as five distinct modules, each ranging between one to one-and-a-half days, covering a range of essential topics that form the core of a successful Family Office practitioner’s skill set. Upon the completion of all five modules, participants will be awarded the full certificate from IBF. 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.

Upcoming Dates

Course

The Certificate in Family Office Operations provides an overview of the key considerations surrounding the family office set-up, infrastructure and operations.

Participants will also learn about key risk considerations such as cybersecurity, family/principal reputation, operating risks (including manpower), etc and also understand the regulatory and financial reporting obligations of the family office. Participants will also learn how to identify stakeholders and how to engage and manage them.

Total: 10 CPD hours (1.5 days)
FAA CPD: 4 hours
SFA CPD: 4 hours

Learning Outcomes

Explain the family office setup and the rationale for the composition
Identify key risks associated with Family Offices and solutions to them
Weigh the pros and cons of insource vs outsource, buy vs build
Recommend optimum human capital requirement for the Family Office
Articulate and facilitate reporting obligations of the Family Office

Topics Covered

Risks faced by Family Office e.g., cybersecurity, principal reputation, etc.,  

Required reporting to stakeholders, managing the principal(s), typical manpower/org structure, etc.  

Key considerations for Family Office infrastructure and operations 

Insource vs outsource and buy vs build 

Source of information (relevance, frequency), reporting and analytics  

Manpower considerations 

Regulatory and legal reporting obligations of the Family Office 

Interested Participants Also Enquired About:

Certification

Participants who successfully complete the programme will be awarded:

Modules	Full Fees (S$)	(S$) 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 Module Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST). If you are taking all 5 modules, 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.

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