Level 7 Diploma in Family Office and Wealth Inheritance Management

Credits: 120

£120 per month

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