Certified Family Office Practitioner

Certificate in Managing Family Dynamics

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

The Certificate in Managing Family Dynamics is the 1st 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.

Upcoming Dates

Course

The Certificate in Managing Family Dynamics provides a good overview of the Family Office landscape in Singapore and around the world.

Participants will learn about the Family Office ecosystem as well as the various structures used across generations through history, and the reason behind the structures. Participants will also understand how the family offices are governed in varying complexity and learn how to manage family dynamics such as family conflicts and priorities.

Through understanding the mindset of the family, participants are exposed to the common governance structures and learnt how to manage conflicts within the family.

Total: 8 CPD hours (1 day)

Learning Outcomes

Explain the different types of family offices and their composition
Identify approaches including policies and procedures to operationalize governance across the family office set-up 
Identify potential areas and trigger points of conflicts and what are the key issues in each conflict
Define methods to address these issues while respecting and considering individual viewpoints

Topics Covered

Overview of family owners and distinctiveness of these types of owners vs all other types of owners (eg public, state, etc.) 

Family owner’s (Principal) mindset 

Owner identity and investor identity: differences, similarities and impact on strategy 

Governance in complex families and family office set-up and establishing shared purpose in the family

Interested Participants Also Enquired About:

Certification

Participants who successfully complete the programme will be awarded:

Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 January 2023) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored

Note:

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.

Certified Family Office Practitioner

Certificate in Managing Family Dynamics

Programme Overview

Upcoming Dates

Course

Interested Participants Also Enquired About:

Who Should Attend

Certification

Schedule

Testimonials

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.

Certified Family Office Practitioner

Certificate in Managing Family Dynamics​

Programme Overview

Upcoming Dates

Course

Interested Participants Also Enquired About:

Who Should Attend

Certification

Schedule

Testimonials

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.

Certificate in Managing Family Dynamics