Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management
(610/2921/X)
Qualification Overview
The aim of the QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management is to provide learners with an advanced understanding of the emerging Family Office sector, a crucial growth area for the wealth-management industry worldwide.
The aims are for learners to:
- Develop a deep understanding of the unique challenges and opportunities associated with managing family wealth over multiple generations.
- Understand the technical knowledge and skills needed to effectively manage family wealth, including investment management, risk management, financial planning, and tax planning.
- Learn about the various types of family offices and the different services they can provide, including investment management, financial planning, tax planning, legal services, and philanthropic planning.
- Gain insights into the legal and regulatory frameworks that govern family office operations and the transfer of wealth between generations.
- Build a strong network of professional contacts in the family office and wealth management industries, including advisors, investment managers, and other professionals who can help support family office operations.
- Develop the critical thinking and problem-solving skills needed to navigate complex family office and wealth management challenges, including conflicts between family members, changing market conditions, and shifting regulatory environments.
- Understanding the role of family governance and family dynamics in wealth management, and developing the skills needed to effectively navigate these issues within the context of a family office setting.
The qualification is not intended to be a licence to offer financial advice. Learners should seek further certification in this case.
Successful completion of the QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management provides learners with the opportunity to progress to further study or employment.
Units
- Introduction to Office Management
- Family Office Portfolio Management
- Family Office Operation and Practice
- Family Office Investment Opportunities and Strategies
- Investments
- Risk Management and Insurance
Learning Outcomes
- Understand the need to record financial transactions accurately.
- Understand the nature of cost and management accounting.
- Understand the purpose of and use of ICT in the recording of management information.
- Understand the role financial records and application of accounting concepts.
Entry Requirements
- For this qualification, applicants must be aged 19 or over.
- In the case of applicants whose first language is not English, then IELTS 6 (or equivalent) is required.