Certified Family Office Practitioner

Certificate in Principles of Investing for the Family

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

The Certificate in Principles of Investing for the Family is the 3rd 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 Principles of Investing for the Family provides participants with an understanding of the fiduciary duty of the family office executive in managing assets across generations. Participants will examine the family’s needs in deciding investment principles, emphasising the longevity and preservation of capital across generations.

Understanding the Objectives of the Family

Looking at investments through the lens of the family and understanding the family’s investment objectives
Understand what the factors, both internal and external are, that may impact the family’s objectives

Investing for Multi-Generations

Understand the investment time horizon for the family and preservation of capital across generations
The concept of diversification and asset allocation

Total: 8 CPD hours (1 day)

Learning Outcomes

Engage the family and key stakeholders to establish their key priorities in investments
Articulate the family’s investment objectives and time horizon
Develop and present relevant strategies and solutions for the family’s consideration
Explain how these solutions are aligned with the family’s objectives and time horizon

Interested Participants Also Enquired About:

Certification

Participants who successfully complete the programme will be awarded:

Modules	Full Fees (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 Modules 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.