Certificate for Family Office Practitioner – Legacy and Impact for the Family

Programme Overview

The Certificate for Family Office Practitioner – Legacy and Impact for the Family 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.

Course

The Certificate for Family Office Practitioner – 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

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

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Private Banking Code of Conduct: https://abs.org.sg/industry-guidelines/private-banking

Certification

Participants who successfully complete the programme will be awarded:

Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored

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.

^#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.