6309

Certificate for Family Office Advisors - Foundation

Event Date

From Tuesday 07 May 2024 - 09:00 AM To Thursday 09 May 2024 - 05:00 PM

Venue

Wealth Management Institute, No. 1 Marina Boulevard, One Marina Boulevard, Level 16 Training Rooms

Organiser

See Event Outline

Practice Area

Private Client

Training Level

Intermediate

Public CPD Points

3

Event Outline

This event is organised by Wealth Management Institute Limited. WMI’s Certified Family Office Advisors programme is a bespoke certification programme tailored for industry practitioners. Participants will emerge with capabilities to support their clients in managing multi or single family offices operations and understanding the legal & fiscal context in which they operate. Participants will also build skills & competencies to effectively engage UHNW individuals and lead with critical acumen to help them achieve their individual, family and philanthropic goals.

Event Link

OTH-10M-240230

Event Attachment

OTH-240230_EventBrochure.pdf

+ Event occurs over multiple days