An Introduction to the World of the 'Family Office'

Online Course
Self-paced

What You'll Learn

Understand why the Private Wealth & Family Office sector is the "BLUE OCEAN" for professionals.

Throw away the theory and learn the reality of how the system really works - The benefits of a single vs multi-family office, licencing and regulatory concerns, the role of private and public banks, etc.

Master the fundamentals of banking, private wealth services and family office.

Acquire confidence to enter the world of private wealth services and the family sector.

Analysis of the international and local wealth market including worldwide wealth distribution.

WHAT’S INCLUDED

Access to an online platform

Study guide

6 practical assignments

Study manual

Membership to the Private Wealth & Family Office Association

If you enjoy and/or would like to work with Private Clients

This 12 assignment online course has been developed (similarly to a workshop) as a practical alternative to the standard reading and watching video courses that are prevalent in the Financial Services sector. It gets you straight into the action, providing all you need to be able to create and map your Career in Private Wealth Services & The Family Office Services.

Working in the Private Wealth sector is very challenging but by understanding the market with regards to your role & responsibilities as a professional, you can set yourself apart from your peers as well as standard financial planners and advisers.

If you enjoy taking care and building trust with clients via the quality of your service as opposed to focussing on AUM, then pivoting your career towards 'control' of Private Wealth to High Net Worth and Ultra High Networth, individuals and families could be ideal for you.

Download course curriculum

Shareable certificate

Learning with the Private Wealth & Family Office (PWFO) Association

PWFO is a Swiss registered and trademarked association promoting and supporting professionals to join and navigate the blue ocean that is Private Wealth & Family Office services.
This course has been set into an introduction, a study guide, 12 practical assignments and a manual.
Upon completion of the course, you may wish to further your study by taking some of the other programs on offer.
The 'PWFO - Swiss Certified' designation is awarded to those who can demonstrate practical expertise and best practice in the field of Private Wealth & Family Office services. This shows potential employers and clients that you are part of a Swiss certified association that specialises in the 'control' element of private wealth.