5515

Certificate for Family Office Advisors – Foundation

Event Date

From Monday 28 Nov 2022 - 09:00 AM To Wednesday 30 Nov 2022 - 04:00 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

Foundation

Public CPD Points

3

Event Outline

This event is organized by Wealth Management Institute (WMI). WMI’s Family Office for Professionals 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 hard and soft competencies to effectively engage affluent clientele and lead with critical acumen to help them achieve their individual, family and philanthropic goals.

Event Link

Event Attachment

OTH-220518_EventBrochure.pdf

+ Event occurs over multiple days