Certified Family Office Practitioner

Certificate in Legacy and Impact for the Family

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Programme Overview

The Certificate in Legacy and Impact for the Family is the 2nd 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.

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The Certificate in Legacy and Impact for the Family provides an introduction to Philanthropy and updates on global trends and themes around philanthropy such as Philanthropic missions, Family Foundation and Charitable benchmarking, and supports the family in understanding their objectives in philanthropy on how philanthropy is used as a platform to create impact, not just through giving but also through investing.


Through Creating Impact, it explains what is sustainable, impact investing and the different approaches to the impact economy on its opportunities and needs. Participants will understand what are common ESG standards and the UN’s Sustainable Development Goals, and the accountability of impact.


Total: 8 CPD hours (1 day)


Learning Outcomes

  • Explain the value of Wealth with purpose
  • Articulate basic and common philanthropic objectives and structures to support these objectives
  • Identify the family’s philanthropic aspirations and work with relevant advisors to advise on and support these aspirations
  • Articulate the latest ESG conventions, practices and standards
  • Engage the family in ESG and sustainability and communicate relevant investment opportunities and approaches with them
  • Demonstrate ability to build client portfolios integrating sustainable and impact investing

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