Aim of the QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management
The QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management is designed to equip learners with an advanced understanding of the evolving Family Office sector—a key growth area in the global wealth management industry.
The programme aims to enable learners to:
Develop an in-depth understanding of the distinct challenges and opportunities involved in managing family wealth across multiple generations.
Acquire the technical knowledge and skills required for effective family wealth management, including investment strategies, risk management, financial planning, and tax considerations.
Explore the different types of family offices and the range of services they offer, such as investment management, financial and tax planning, legal services, and philanthropic advisory.
Gain insight into the legal and regulatory frameworks governing family office operations and intergenerational wealth transfer.
Establish a robust professional network within the family office and wealth management sectors, connecting with advisors, investment managers, and other experts who can support family office functions.
Enhance critical thinking and problem-solving abilities to address complex challenges in family office management, including familial conflicts, evolving market conditions, and changing regulatory landscapes.
Understand the influence of family governance and dynamics on wealth management, developing the skills to navigate these issues effectively within a family office context.
Please note: This qualification does not confer authorisation to provide financial advice. Learners seeking to offer such advice should obtain additional certification.
Upon successful completion of the QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management, learners will be well-positioned to advance to further study or pursue relevant career opportunities.
Approved centres are responsible for reviewing and making decisions as to an applicant’s ability to complete the learning programme successfully and meet the demands of the qualification. The initial assessment by the centre will need to consider the support that is readily available or can be made available to meet individual learner needs as appropriate.
The qualification has been designed to be accessible without artificial barriers that restrict access. 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. International qualifications will be checked for appropriate enrolment to UK higher education postgraduate programmes where applicable. Applicants are normally required to produce two supporting references, at least one of which should preferably be academic.
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Qualification title:
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Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management
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Qualification type:
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Vocational Related Qualification (Higher Education)
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Level:
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7 |
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Accreditation status:
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Accredited |
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Credit Equivalency:
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120 |
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Qualification number (RQF):
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610/2921/X
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Progression routes:
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• QUALIFI Level 8 Diploma. |
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Availability:
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UK and international
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