Certificate in Family Office Advising (CFOA)

The Certificate in Family Office Advising is a specialist qualification focusing on essentials of setting up a successful family office practice. This certification is delivered through a blend of distance learning, online learning, family office events and a two-day workshop led by industry experts.

A Family Office professional provides his clients with a broad range of services including wealth management, tax planning, trust and succession planning, philanthropy, concierge, international relocation, book-keeping, administrative, corporate services and family governance.

Indian family offices are at a nascent stage of development. While the growth is encouraging, most of the Indian family offices are still at an early stage of and are far from being process-driven and professional. This presents an opportunity for wealth management experts to step up their offering to fill in this huge gap. Indian family businesses are at a very interesting juncture with most of the prominent business families expected to pass on the control to the next generation over the next 5-10 years. This is a historical opportunity for all those managing family wealth.

CFOA certification is expected to play a pivotal role is helping such wealth management professionals in developing holistic family office management skills.

Course Fee: Rs. 1,00,000 (Exclusive of GST)

This fee includes:

  •  The bespoke course manual
  • Access to exclusive tools and techniques
  • Dedicated course webinars
  • Two day workshop
  • Assessment fees
  • 1 Complimentary access to AIWMI’s Family Office Summit India
  • Complimentary AIWMI Professional Membership for 1 year