Welcome to The Qualified Family Office Professional Certification Program
Enter the realm of the single family office. This can be done by creating, operating & managing the investments of Single Family Offices. Learn the fundamentals, structures, best practices, trends, and areas of investment critical to managing single and multi-family offices.
Instructions
On this classroom page you will find our program syllabus, study guide, financial sheets, video tutorials, and expert audio interviews.
Read Syllabus & Study Guide
Step 2:Purchase required reading books
Step 3:Download Financial Sheet
Step 4:Watch Video Tutorials
Step 5:Listen to Expert Interview
Step 6:Take Practice Test
Step 7:Enroll in Certification Exam
Required Reading
The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office by Richard C. Wilson
(ISBN-13: 978-1503345034)
Practice Test
After you’ve completed taking the course you can take the practice test. Other sample Questions are also available in the Study Guide.
Certification Exam