P200904UJQ

Certificate for Family Office Advisors - Foundation

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title Certificate for Family Office Advisors - Foundation
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

WMI’s Family Office for Professionals is a bespoke certification programme offered at two levels – Foundation and Advanced. The programme is tailored to industry practitioners who wish to have a practical and in-depth understanding of family offices, globally and in the context of the Asian family landscape. Participants will emerge with core knowledge, capabilities, tools and insights to support their clients in managing and elevating multi or single-family offices operations. Drawing on real-world case studies, the foundation level facilitates the overall understanding of the types of family offices, their different functions, the legal and fiscal context in which they operate, as well as means and tools that can help protect wealth for the long term. A significant part of the learning will seek to understand the human context of wealth owners: individuals, entrepreneurs and families.

Programme Website https://www.wmi.edu.sg/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 20 Hr(s)
7 Half Day(s) over 1 Month(s)

Core FAA CPD: 5 Hr(s)
Core SFA CPD: 5 Hr(s)
Name of Contact Person: Joewe Neo
Designation Assistant Director
DID 69047319
Email joeweneo@wmi.edu.sg
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A2. Business Needs Analysis 4
A. Business Development and Strategy Management A13. Ethical Culture 4
B. Customer Relationship and Stakeholder Management B12. Stakeholder Management 4
E. Investment and Financial Management E6. Business Environment Analysis 4
E. Investment and Financial Management E37. Wealth Planning Administration 4
H. Risk Management, Governance and Regulatory Compliance H6. Corporate Governance 4
H. Risk Management, Governance and Regulatory Compliance H25. Regulatory Compliance 4

Find out more