The Certificate for Family Office Practitioner – Succession and Wealth Transfer is 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 – Succession and Wealth Transfer introduces the concepts around succession and the transfer of wealth from generation to generation and provides an overview of common approaches and practices worldwide.
Participants will learn about the various wealth planning tools and solutions typically relevant to the ultra-high net worth segment and understand how each of these may be used effectively. Participants will also learn about common challenges families face, especially where they are multi-jurisdictional and multi-generational and what these families need to consider when thinking about succession. Participants will also learn to identify best practices for managing private family wealth, risks associated with succession planning, and approaches to initiating wealth transfer discussions with the Family.
The Wealthy Family’s Approach to Succession and Wealth Transfer
Introduction to Wealth Planning Products and Solutions
Total: 8 CPD hours (1 day)
Learning Outcomes
Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the family office segment
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Participants who successfully complete the programme will be awarded:
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2,000.00 | 2,180.00 | 1,180.00 | 780.00 |
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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.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
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 terms & conditions governing registration, payment, cancellation, deferment and no-show.
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.
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