Overview
Embark on a transformative journey with our Level 7 Diploma in Family Office and Wealth Inheritance Management. This comprehensive course delves into key topics such as estate planning, investment strategies, and risk management in the context of family offices. Through real-world case studies and practical insights, learners will gain a deep understanding of managing wealth in today's digital landscape. Our program equips participants with actionable skills to navigate the complexities of wealth management, empowering them to make informed decisions and drive sustainable growth. Join us and unlock the potential to excel in the dynamic world of family office and wealth inheritance management.
Course Structure
• Wealth Planning and Preservation
• Family Governance and Succession Planning
• Investment Management
• Tax Planning and Compliance
• Risk Management
• Philanthropy and Social Impact
• Estate Planning
• Family Office Operations and Technology
• Legal and Regulatory Compliance
• Behavioral Finance and Psychology of Wealth
Entry Requirements
- Age requirement
Applicants must be at least 21 years old.
Educational qualifications
- A minimum of a Level 6 qualification or bachelors degree or equivalent or higher qualification in any field.
- Alternatively, relevant work experience may be considered on a case-by-case basis.
Skills and attributes
- Strong communication and interpersonal skills.
- A genuine interest in the chosen field of study.
- Ability to work both independently and as part of a team.
- Commitment to maintaining confidentiality and professionalism.
Duration
The programme is available in two duration modes:
6 months:GBP £1200
9 months:GBP £800
This programme does not have any additional costs.
The fee is payable in monthly, quarterly, half yearly instalments.
You can avail 5% discount if you pay the full fee upfront in 1 instalment
Payment Plan
| Duration | Cost | Payment Options |
|---|---|---|
| 6 months | GBP £1200 |
● Payment option (a): GBP £400 x 3 monthly instalments ● Payment option (b): GBP £1140 x 1 instalment (We offer 5% bursary on total fee for students opting to pay in full) |
| 9 months | GBP £800 |
● Payment option (c): GBP £160 x 5 monthly instalments ● Payment option (d): GBP £400 x 2 quarterly instalments ● Payment option (e): GBP £760 x 1 instalment (We offer 5% bursary on total fee for students opting to pay in full) |
Accreditation
Level 7 Diploma in Family Office and Wealth Inheritance Management
● The Level 7 Diploma in Family Office and Wealth Inheritance Management is a comprehensive program designed to equip individuals with the knowledge and skills necessary to excel in the field of family office and wealth inheritance management.● This course covers a wide range of topics, including financial planning, investment management, tax planning, estate planning, and risk management, all tailored specifically to the unique needs of high-net-worth families.
● Upon completion of this diploma, students will be able to effectively manage family wealth, navigate complex financial situations, and provide strategic advice to ensure the long-term preservation and growth of family assets.
● The Level 7 Diploma in Family Office and Wealth Inheritance Management is highly relevant in today's financial landscape, where the demand for skilled professionals in family office and wealth management is on the rise.
● Graduates of this program will be well-positioned to pursue careers as family office managers, wealth advisors, estate planners, and financial consultants, among other roles.
● One of the unique features of this course is its focus on practical, real-world applications, allowing students to gain hands-on experience and develop the critical thinking and problem-solving skills necessary to succeed in the industry.
● The Level 7 Diploma in Family Office and Wealth Inheritance Management is ideal for individuals looking to advance their careers in wealth management or transition into the field of family office management.
● By enrolling in this program, students will gain a deep understanding of the complexities of managing family wealth and be prepared to meet the evolving needs of high-net-worth clients in today's dynamic financial environment.
The Level 7 Diploma in Family Office and Wealth Inheritance Management is essential for individuals looking to excel in the field of wealth management, particularly in handling the complex needs of high-net-worth families. This course provides in-depth knowledge and skills required to effectively manage family offices, navigate wealth inheritance issues, and ensure the long-term preservation and growth of family wealth. According to a report by the Chartered Institute for Securities & Investment (CISI), the demand for professionals with expertise in family office and wealth inheritance management is on the rise in the UK. The report states that jobs in this field are projected to grow by 15% over the next five years, with an average salary of £70,000 per annum for qualified professionals. Investing in this diploma can open up lucrative career opportunities in the wealth management industry and equip individuals with the necessary tools to succeed in this competitive field.
| Projected Job Growth | 15% |
|---|---|
| Average Salary | £70,000 per annum |
Career path
| Career Roles | Key Responsibilities |
|---|---|
| Family Office Manager | Oversee all aspects of the family office operations |
| Wealth Advisor | Provide financial advice and investment strategies to high-net-worth clients |
| Estate Planner | Develop and implement estate plans for clients |
| Tax Specialist | Manage tax planning and compliance for wealthy individuals |
| Philanthropy Advisor | Assist clients in charitable giving and impact investing |