Certificate for Family Office Practitioner – Family Office Investments

Programme Overview

The Certificate for Family Office Practitioner – Family Office Investments is the one of the 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 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.


The Certificate for Family Office Practitioner – Family Office Investments 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

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


Participants who successfully complete the programme will be awarded: 


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.


Certificate for Family Office Practitioner - Family Office Investments (Intake 3) - 7 Jun 2024



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