GET IN TOUCH WITH US

Email: [email protected]                            Phone: +41 22 347 2467                       Address: 37/39, Avenue Dumas, Geneva 1206.  Switzerland

Professional

Training

Centre

A Project-Based

Approach to Learning

 

The Future of Education

Our Mission Statement

1. PWFO mission is sharing quality knowledge transfers in personal finance that will lead to decent jobs and occupations for the recipient to benefit from self economic growth hence reducing inequality.

 

2. Support the conversion of members’ knowledge into online products.

Our Programmes

Our Business Solutions

PWFO is a team of past practitioners now training and coaching professionals and aspiring professionals to become wealth service practitioners as a career or a business.

In 1969 when I was 18 years old, our family business failed. As the secondary school was paying then, I left with 7 O–Levels to reduce my father’s financial burden. From that moment I decided that I would become financially secure.

I did after many years become financially secure. I did it by working to achieve success at each level of my varied career. I studied and kept learning all the time, life/working became my passion.

You will gain all this knowledge when you enter one of my programmes. By joining our programmes you will be accessing the knowledge and experience of somebody who reached the top even when competing against bigger players.

I became the Advisor to Billionaires Bankers, UHNWI, and successful entrepreneurs. You will be taught how to become financially secure.

The programme you take will help you succeed but first, you must take action and start.

I look forward to welcoming you soon


Ayoob Rawat

JODERA

I absolutely enjoyed taking the PWFO course! Mr. Ayoob Rawat was engaging and did an incredible job explaining the course material, providing additional reading material, and included real-life examples and scenarios to further my knowledge throughout the course. I would definitely recommend it to any persons interested in venturing into or advancing in the Family Office business.

J.D'A

I would like to thank Mr. Rawat and his team for the delivery of a well-structured course program on Private Wealth And Family Office. The course has allowed me to enrich my knowledge and to establish myself as a professional in the wealth management field. Given that I work in the offshore sector, the wealth of knowledge gathered would surely help me to manage my portfolios more effectively and promote better understanding of clients. I would greatly recommend the course to anyone who is willing pursue a career in the wealth management sector. Wishing you all the best and good continuation.

ROMAY

I found the course very interesting, an eye-opening experience for sure. The material covered was useful and inspiring as a niche area for future development. Timely for someone at a turning point in their career and life choices. Relevant as a new sector for diversification in the services industry of Mauritius, good potential for growth. And of course it was delivered by a great and friendly team.

OUR VISION

Make more people Financially Secure for life!

A Caring Team

Who we are.

Swiss certified Experienced Practitioners, Entrepreneurs, and Angel Investors now focused exclusively on Training and Coaching!

Located in Swiss Main Cities

and in key locations

What we do.

We are dedicated to creating jobs and self-employment for as many through hand-on training, coaching, and continuous support.

An Inspiring People Environment

How we are different.

We provide human support even after training.


 

Our Values

Partner For Life

When you take our programme, you get a partner for life whether you are careering or running a business.

It is About You

We will make you special through our tailor-made approach

 

24/7

You can access our training courses any time anywhere and there is always a trainer available. (There will be a reservation to make).

Get in touch

We want to make more people financially secure for life.

PWFO

The Private Wealth & Family Office (PWFO) Association support, promote, form and train professionals to provide Wealth Services, Private Wealth and Family Office solutions.
Our programmes
- incorporate Swiss Standard and United Nations Sustainable Goals in wealth creation, protection, growth and succession planning,
- are made available through our online training platform and are available anywhere, anytime,
- apply an innovative value-added method, which incorporates Project-Based Activities (PBA) for each module to ensure that the candidates have properly assimilated the training contents provided,
- include research assignments to ensure they are in line with what the current market is offering,
- adopt a blended approach and are accompanied by coaches throughout.
- For the more advanced courses, each student has their password-controlled personalised “knowledge hub” that is theirs to take away.
- For our live coaching ZOOM is used.

Programmes

Introductory to Wealth Services & Family Office

Career Opportunity in Wealth Services & Family Office
The Seven Fundamental Processes - Wealth Services & Family Office

Wealth Services & Family Office Reporting Software

Data Protection in Wealth Services & Family Office

Soft skills required for Wealth Services & Family Office

Wealth Services & Family Office Trainer Programme

The Wealth Game - (Mapping) Your journey to Financial Security

The Career Roadmap Programme

Short Course Building Structure

The Guide to buying a course that really fit your needs

Credit Appraisal of Business Concerns

Solutions

New Placement
Coaching / Mentoring
Create and grow your Wealth & Family Office department
Recruit a PWFO
PiL

Resources

Newsletters
Blogs
Webinars
Find a PWFO
Find a P-i-L

Who are we?

About
FAQs
Governing Body
Advisory Board
Management

Our Partners

Employment offices

Professional organizations

Private banks and Wealth businesses

Head of HR and CEOs

Special Interest Group

Others