Certificate in Family Office Advising (FOA)
The Certificate in Family Office Advising (FOA) 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.
FOA designation is designed to help such wealth management professionals in developing holistic family office management skills.
You can find the upcoming training schedule for FOA program here
Registration Fee: Rs. 17700 (Inclusive of GST)
Exam Fee: Rs. 5900
This fee includes:
- The bespoke course manual (soft copy)
- Access to exclusive tools and techniques
- 6 course Webinars/ Conference Calls by/ with Family Office Experts
- 2 day workshop
- 1 Complimentary pass to AIWMI’s Family Office Summit India
- Complimentary Exqualifi Professional Membership for 1 year