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)

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$) Fees after 90% IBF-STS Courses Fee Subsidy + 5% IBF
Credit (For Singaporeans / PR) (S$)
Company-Sponsored Self-Sponsored
Application Fee 85 85 85
Tuition Fees 4,000 480 214
4,000 480 214

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

2) IBF-STS funding is applicable upon approval of IBF accreditation.

3) The fees listed above are after IBF-STS funding (95% till 30th June 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. For funding eligibility criteria and more information regarding the funding, please visit https://www.ibf.org.sg/programmes/Pages/IBF-STS.aspx​.

4) 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
7th May, Friday 9am – 4pm
8th May, Satuday 9am – 4pm
10th May, Monday 9am – 4pm
11th May, Tuesday 9am – 4pm
15th May, Saturday 9am – 1pm

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