Enhance your Professionalism.

 

Succeed in the

world of  Professional Finance, Wealth & Family Office Services.

 Private Wealth & Family Office Practitioner Program

 

50-70 hours

Training - Online 

 

12 x 30 minute

Weekly sessions

 

Enhance your professional career by providing Private Wealth & Family Office Services as done in the home of Private Wealth Management - Switzerland.

 

This programme will provide you with the skills, tools and support to create and capitalise on the fantastic opportunities that are arising in the Private Wealth & Family Office world.

Enroll

LMMT Benefits Applicable.

 

If you are a Swiss citizen, you are entitled to financial support from the Labor Market Measures (LMMT). These are unemployment insurance benefits aimed at preventing impending unemployment and combating existing unemployment. You will have the course financed by the LMMT.

Learn more

What are you waiting for?

Join this exclusive training and boost your career to the next level

How will this Programme be a Game-Changer for You?

You will have the skills and confidence to:

 

🎯 Go for that new job or opportunity and increase your income

 

🎯 Build on your existing professional experience

 

🎯 Experience the practical applications of the work with the project-based learning approach.

 

Potential Career Routes for Accountants:-

  • Headhunted into the Finance department (up to CFO or CEO!) of a bank,  financial services firm, fund, hedge fund, trust or organisation.
  • B2B consultant to banks, professionals, financial services firms, funds, hedge funds, trusts and organisations.
  • Open up and develop a Private Wealth and/or Family Office division within your firm. 
  • Setup and manage a single-Family Office for a High or Ultra High Net Worth Individual or Family.. 

 

Everything You Need To Take Your Career To The Next Level.

Private Wealth & Family Office Practitioner Program

  • Lifetime access to the online platform
  • 12 modules complete with content, multiple-choice questions and project-based learning exercises
  • 12 x 30 minute weekly sessions with one of our trainers/coach.
What are you waiting for? Enroll Now 😃

HOW CAN WE HELP YOU!

We are ready to guide you to take your career to the next level.

The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services. 

Our Story


FAQs

Meet our team

Members Directory

Advice & Inspiration


Newsletters

Blogs