High-impact online training course:
Mapping your Career in the Family Office Sector
For Financial Professionals
Enhance your Financial Planner status and get more quality business by providing control driven Swiss Private Wealth Services in the Family Office Sector
Course duration
Self-paced
12 learning outcomes
1-5 hours per session
Language
All resources in English
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.
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.
What you will learn
Exploration of the wealth services market.
Uncover the different career options that are available in wealth services.
Re-channel your skills and experience to stand out in the blue ocean of "wealth services" and the family office.
Acquire confidence to enter the world of private wealth services and the family sector.
Everything You Need to Map Your Career into the World of Private Wealth and The Family Office
The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services.
