QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management
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.
Entry requirements
For entry onto the QUALIFI Level 7 Diploma in in Family Office and Wealth Inheritance qualification, learners must possess:
- An honours degree in related subject or UK level 6 diploma or an equivalent overseas qualification
- Mature learners with management experience (learners must check with the delivery centre regarding this experience prior to registering for the programme)
- Learners must be 21 years old or older at the beginning of the course
Qualification structure
- The QUALIFI Level 7 Diploma in in Family Office and Wealth Inheritance consists of 6 mandatory units and 2 optional units, making a combined total of 120 credits, 1200 hours Total Qualification Time (TQT) and 600 Guided Learning Hours (GLH) for the completed qualification.
Mandatory
- Introduction to Office Management
- Family Office Portfolio Management
- Family Office Operation and Practice
- Family Office Investment Opportunities and Strategies
- Investments
- Risk Management and Insurance
Duration and delivery
- The qualification is designed to be delivered over two academic years for full-time study but it is also flexible in its delivery in order to accommodate part-time. The qualification is delivered face-to-face, through lectures, tutorials.
Progressions
Successful completion of the QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance qualification enables learners to progress into or within employment and/or continue their study towards a relevant master top-up programme with advanced standing at many universities in the UK and overseas.
For more information visit University Progressions page in this website.
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More information
- Call 0717 899 747 | 0772 772 401
