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.

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 Trainer

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. 

Details

Date:    24 August 2020 –  15 November 2020

Time:    Flexible online course (1 Module per week)

Fee:      Rs49,500.- (HRDC Approved)

Registration

The Registration Form should be forwarded to [email protected] or [email protected].  

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

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