LEARN ABOUT PRIVATE WEALTH MANAGEMENT AND HOW TO RUN A FAMILY OFFICE

Download your registration form and send back to us on [email protected] or call us on 4011208. We will guide you through the steps.

Following popular demand, Mr Ayoob Rawat and the Private Wealth & Family Office Association are delighted to invite you to (an exclusive to Mauritius) classroom based training programme.

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.

 

Learning Outcomes

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:

  • Definition and characteristics of PWFO. Evolution and future of PWFO.
  • PWFO as a Career and as a Business 
  • Key processes involved in PWFO
  • Understand the client’s objective using financial information gathering and analysis, and risk profiling from PWFO perspective
  • Perform financial inventory and risk return analysis on net assets and undertake matching analysis of the clients’ financial inventory against current and future goals
  • Discuss the selection process of investment managers
  • The importance of data security and data protection
  • Properties and specifications of software applications available and how these help with the practice of a PWFO
  • Effective Sales and Marketing Plans

 

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:

  • financial services,
  • finance & accounting,
  • wealth management,
  • private banking,
  • investment fund management,
  • trust & estates planning,
  • insurance,
  • capital raising,
  • law or
  • other areas where more fundamental family office knowledge would be useful.

 

Our Trainers

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.

 

Details

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. 

Fee:      Rs60,000.-

VenueFinancial Services Institute, 8th Floor, SICOM Tower,  Ebene

 

Registration

 

The Registration Form should be completed and forwarded by 14 November 2019 at latest to [email protected] or [email protected].  

 

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

 

We look forward to welcoming you or your designated officer(s) for the programme.

FREQUENTLY ASKED QUESTIONS

Mr Ayoob Rawat has answered your FAQs.

Click on the 'FAQs' button below to listen!

 

SUBSCRIBE TO THE TRAINING PROGRAMME

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]

REGISTER NOW

"You won't want to miss out on this exclusive offer!"