The Private Wealth & Family Office Association established in Switzerland, in collaboration with The Financial Services Institute, is pleased to announce a bespoke 12+1 week self paced project-based training programme in private wealth services, protection, growth, family office and succession planning.
Wealth services and family office 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 CFO Led family office, 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.
Date: 24 August 2020 – 15 November 2020
Time: Flexible online course (1 Module per week)
Fee: Rs49,500.- (HRDC Approved)
For additional information or queries please call us on 401 1208 / 5 815 28 18.
HRDC 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 all the information you need about the Association and the course.
Feel free to contact us for any assistance.
Telephone Number: 5 815 28 18
Email : [email protected]