Certificate for Family Office Practitioner – Family Office Investments

Programme Overview

The Certificate for Family Office Practitioner – Family Office Investments is the 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.

Modules

The Certificate for Family Office Practitioner – Family Office Investments provides participants with an understanding of the fiduciary duty of the family office executive in managing assets across generations. Participants will examine the family’s needs in deciding investment principles, emphasising the longevity and preservation of capital across generations.

 

Understanding the Objectives of the Family

  • Looking at investments through the lens of the family and understanding the family’s investment objectives
  • Understand what the factors, both internal and external are, that may impact the family’s objectives

 

Investing for Multi-Generations​

  • Understand the investment time horizon for the family and preservation of capital across generations​
  • The concept of diversification and asset allocation

 

Total: 8 CPD hours (1 day)

 

Learning Outcomes

  • Engage the family and key stakeholders to establish their key priorities in investments
  • Articulate the family’s investment objectives and time horizon
  • Develop and present relevant strategies and solutions for the family’s consideration
  • Explain how these solutions are aligned with the family’s objectives and time horizon

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

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

IBF Accreditation

 

  • This programme is accredited by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS).

  • Information on IBF-STS funding is available at https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

  • Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles.

Certification

Certification

Upon completion, participants will be:

  • Eligible for 8 CPD Hours
  • Awarded the WMI Certificate for Family Office Practitioner – Family Office Investments

 

About IBF Certification

The following programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

  • Business Needs Analysis (PL3)
  • Stakeholder Management (PL4)
  • Business Environment Analysis (PL2)

 

Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.

 

Find out more about IBF certification and the application process at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified

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.

Schedule

Certificate for Family Office Practitioner - Family Office Investments - 4 Nov 2024
Modules

Testimonials

Testimonials

Upcoming Dates

Enquire Now