Gain the expertise to Build a Network of Trusted Professionals and Further Enhance Your Reputation as a Reliable PWFO Practitioner.

Hello supporter of Private Clients and Families

October is here, and with it comes a new input to build your expertise for all IFCW Swiss Certified candidates. We will cover Module 7: 

Selection of Investment Managers/Funds and Selection of 3rd Party Service Providers.

In a world where everyone seems to have a product to sell, it is more critical than ever for Private Wealth & Family Office (PWFO) practitioners to carve out a niche of trust and reliability. This month's module provides you with the tools to extend that reliability to your choice of investment managers and service providers.

What You Will Learn

By the end of this module, you will be able to:

• Discuss the Purpose of Selecting an Investment Manager: Understand why the choice of an investment manager is so crucial in financial planning.
• Explain the Role of Investment Managers: Grasp the responsibilities and limitations of an investment manager.
• Identify the Four 'P’s: Uncover the main characteristics that make an investment manager most suitable for different investment strategies—People, Philosophy, Process, and Performance.
• Understand the Rules: Know the general guidelines and best practices in selecting investment managers, grounded in the Four 'P’s.
• Ask the Right Questions: Arm yourself with specific inquiries to vet potential investment managers effectively.

Call to Embrace

Build a network of trusted professionals and gain the expertise to identify investment managers who align with your clients' goals, further enhancing your reputation as a reliable PWFO practitioner.

Why Is This Important?

Selection is not just about making a choice; it is about making the right choice. Whether you're selecting an investment manager or a third-party service provider, the decisions you make will have a direct impact on your clients' portfolios and, by extension, on their trust in you.

Do not leave this critical aspect of financial planning to chance. Gain the expertise you need to make informed decisions with Module 7.

Ready to Get Started?

Take this important step in your journey toward becoming an IFCW Swiss Certified PWFO practitioner. Order at infopwfo.org to begin Module 7 today.

Thank you for your time and commitment to enhancing your skills and reputation in the PWFO industry. We are excited to be part of your journey toward becoming a trusted expert in your field.

That is all for this month. Stay tuned for more valuable insights, and keep striving for excellence in your PWFO practice.

Kind regards,

Ayoob Rawat

IFCW Swiss Certified

PS: If you've found this module helpful, do not forget to share your experience with your network and tag us with #IFCWSwissCertified.

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