PRIVATE WEALTH AND FAMILY OFFICE AS A CAREER

Module 2 Section 1 follows through with an extensive discussion of how a PWFO can be practised as a Career. The main aspects of PWFO as a career will cover the various job opportunities that are open after mastering the PWFO practice.

By the end of this Module and after having completed the Essential Reading, the candidate should be able to:
• Explain how a PWFO career involves offering ethical and professional services.
• Understand the objectives of a PWFO.
• Discuss the different career options that are available to a PWFO.
• Explain the services that a PWFO can offer.
• Explain the separation of duties of a PWFO in carrying out PWFO services.