5729

Certificate for Family Office Advisors - Advanced

Event Date

From Monday 03 Apr 2023 - 09:00 AM To Thursday 06 Apr 2023 - 04:30 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

3.5

Event Outline

This event is organised by Wealth Management Institute (WMI). WMI’s Family Office for Professionals is a bespoke certification programme tailored for industry practitioners. The advanced program aims to dig deeper into specific functions of the family office. It will cover different types of investments, risk assessment and management, performance measurements, responsible finance principles, philanthropy and SDGs & ESGs.

Event Link

OTH-10M-230195

Event Attachment

OTH-230195_EventBrochure.pdf

+ Event occurs over multiple days