Practical Approach to Family Office Operations & Wealth Services – 2026 Edition

Build a practical, end-to-end understanding of private wealth and family office operations.

Designed for professionals working in or entering private wealth, family office, finance and advisory services, this 12-module programme takes you through the complete PWFO process and equips you with a structured framework for understanding, coordinating and overseeing complex private wealth and family office affairs.

What you'll get:

• 12 comprehensive online modules covering the complete Private Wealth & Family Office framework, including client information gathering, financial inventory, matching analysis, investment strategy, investment manager due diligence, data management, reporting, technology, data protection and professional soft skills.

• Practical and applied learning through structured course content, knowledge checks and project-based activities designed to help you understand how private wealth and family office services operate in practice.

• Flexible online access with an induction session to introduce you to the programme, learning platform, course structure and assessment requirements, allowing you to progress through the programme at your own pace.