The Certificate in Succession and Wealth Transfer is the last 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.
The Certificate in 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)
Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the family office segment
Participants who successfully complete the programme will be awarded:
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.