The Private Wealth & Family Office Association established in Switzerland, in collaboration with The Financial Services Institute, is pleased to announce a bespoke 16 evening training programme in private wealth management, protection, growth and succession planning.
Private wealth management for high-net-worth families has grown increasingly complex, neither easy to understand nor simple to implement. The course provides a comprehensive study and application of the principles of private wealth and family office (PWFO). The programme has been designed to provide an in-depth understanding of best practices in family wealth management, explore the governance, structure, and investment challenges that are unique to families and discover new approaches for managing and preserving family wealth.
Participants will emerge with the competence to design a wealth management strategy and structure and advise clients with confidence. Sessions will cover the following areas:
On successful completion of the 12 modules, participants will be eligible to become a Fellow of the PWFO Association, a Registered Swiss Association and entitled to use the PWFO Swiss Certified Label.
Who should Attend
The programme is highly relevant for professionals in:
The programme will be conducted by Ayoob Rawat, Chartered Accountant and family office expert with long years of experience in providing services to high net worth clients worldwide.
Mohamed Khan, Chartered Banker and a seasoned trainer with over 30 years of training experience in the UK and broad wealth management experience, will also be conducting sessions relative to governance, leadership, marketing, branding, risk and compliance.
Date: 19 November 2019 – 12 December 2019
14 January 2020 - 4 February 2020
(Tuesdays & Thursdays)
Time: 16.30 hrs – 19.00 hrs
Light refreshments will be served.
Venue: Financial Services Institute, 8th Floor, SICOM Tower, Ebene
For additional information or queries please call us on 401 1208 / 689 1230.
Mauritius Qualifications Authority Approved. HRDC refunds of up to 70% would be applicable. A Certificate of Completion will be awarded to attendees specifying the number of hours of the course to qualify participants for CPD points
Fill in the details and you shall receive the application form via email. Kindly send us the application form duly filled.
Feel free to contact us for any assistance.
Telephone Number: 689 1230
Email : [email protected]