Family Office
Certificate for Family Office Advisors – Advanced

A Programme tailored for professionals supporting dynasties of the new era.

Taking participants beyond the Whats and Hows of Family Offices, the advanced level delves deeper by first shedding light on the heart of today’s UHNW families. The programme explores the psychology and motivations of today’s affluent dynasties, uncovering an array of opportunities available, including the fast-emerging area of impact investing — for clients who wish to reflect their values for society and the environment in their wealth decisions. Participants will gain a comprehensive and actionable framework with tools that can be put into practice in analysing their client’s operating context, and recommending sustainable and responsible strategies to meet their financial and philanthropic ambitions.

Programme Curriculum

Modules

Modules (Investing and Risk Management for the Family)

SINGAPORE INSTITUTE OF LEGAL EDUCATION (SILE)

Eligible CPD Points: 3
Practice Area: Private Client
Training Level: Intermediate

Participants who wish to obtain CPD Points are reminded that they must comply strictly with the Attendance Policy set out in the CPD Guidelines. For this activity, this includes signing in on arrival and signing out at the conclusion of the activity in the manner required by the organiser, and not being absent from the entire activity for more than 15 minutes. Participants who do not comply with the Attendance Policy on any particular day of the activity will not be able to obtain CPD Points for that day of the activity. Please refer to http://www.sileCPDcentre.sg for more information.

Certification & Funding

Upon successful completion of the programme and passing of all assessments, participants will be:

  • WMI CERTIFICATION

    Awarded the WMI
    Certificate for Family Office Advisors – Advanced

  • IBF CERTIFICATION

    Eligible for the IBF Level 2 Certification in Private Banking (Sales, After Sales, Distribution and Relationship Management)*

    *Terms and conditions apply, Participants who meet the experience requirement as mandated by IBF will be eligible for IBF Level 2 Certification only upon successful completion of both the Foundation and Advanced programmes. For more information, please visit: https://www.ibf.org.sg/certification/Pages/Why-be-Certified.aspx?p=Professional+Development

Fees

Certificate for Family Office Advisor -Advanced Full Fees (S$) Fees after 90% IBF-STS Courses Fee Subsidy
(For Singaporeans / PR) (S$)
Company-Sponsored Self-Sponsored
Application Fee 85 85 85
Tuition Fees 4,000 680 428
4,000 680 428

1) A non-refundable application fee of S$85 is required upon online application submission.

2) The fees listed above are after IBF-STS funding (90% till 31 Dec 2021). Any discrepancies in registration details or failure to meet minimum IBF academic requirements will result in an unsuccessful IBF reimbursement claim and students will be liable for the full tuition fees of S$8,000.00. For funding eligibility criteria and more information regarding the funding, please visit https://www.ibf.org.sg/programmes/Pages/IBF-STS.aspx.

3) Programme fees will be presented in binary invoices in accordance to the accreditation structure of the programme.

Who Should Attend

  • 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

It is recommended for participants to complete the Certificate for Family Office Advisors- Foundation Programme as a pre-requisite.

Participants who are interested in this programme have also enquired about the following programmes:

Programme Calendar

Certificate for Family Office Advisors – Advanced (2021) Time
8th September, Wednesday 9am – 4pm
9th September, Thursday 9am – 4pm
10th September, Friday 9am – 4pm
11th September, Saturday 9am – 12pm
18th September, Saturday 9am – 1pm

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