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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, tax optimization, and succession planning. Gain actionable insights to navigate the complexities of managing family wealth in today's digital landscape. Learn from industry experts and acquire the skills needed to safeguard and grow your family's legacy. Empower yourself with the knowledge and tools to make informed decisions that will secure your financial future. Enroll now and take the first step towards mastering the art of wealth management.

Embark on a transformative journey with our Level 7 Diploma in Family Office and Wealth Inheritance Management program. Gain expertise in managing family wealth, estate planning, and succession strategies. Explore the intricacies of family governance, investment management, and tax optimization. Our comprehensive curriculum equips you with the skills to navigate the complexities of wealth management and ensure a secure financial future for generations to come. Join us and become a trusted advisor in the realm of family offices and inheritance management. Elevate your career and make a lasting impact on the preservation and growth of family wealth.

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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.

Course structure

• Wealth Planning and Management
• Family Governance and Succession Planning
• Investment Strategies for Family Offices
• Tax Planning and Compliance for High Net Worth Individuals
• Risk Management in Family Offices
• Philanthropy and Social Impact Investing
• Estate Planning and Administration
• Alternative Investments for Family Offices
• Behavioral Finance and Decision Making in Wealth Management
• Legal and Regulatory Issues in Family Office Management

Duration

The programme is available in two duration modes:

6 months

9 months

Course fee

The fee for the programme is as follows:

6 months: GBP £1200

9 months: GBP £800

* 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

This programme does not have any additional costs.

Payment plans

Fast-track: 6 months

● 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)
   Total fee: GBP £1200

Standard mode: 9 months

● 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)
   Total fee: GBP £800

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 management and wealth inheritance.

Key learning outcomes of this course include understanding the complexities of managing family wealth, developing strategies for wealth preservation and growth, and mastering the intricacies of estate planning and inheritance management.

This diploma is highly relevant to the industry as it addresses the growing demand for professionals who can effectively manage the financial affairs of high-net-worth families and individuals.

One of the unique features of this course is its focus on the holistic approach to wealth management, taking into account not only financial considerations but also family dynamics, governance structures, and philanthropic endeavors.

By completing the Level 7 Diploma in Family Office and Wealth Inheritance Management, individuals will be well-equipped to pursue careers in family offices, private wealth management firms, trust companies, and other related fields.

Overall, this course provides a solid foundation for individuals looking to make a meaningful impact in the world of family office and wealth inheritance management.

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 family office affairs and inheritance planning. This advanced qualification equips professionals with the necessary skills and knowledge to effectively manage family wealth, navigate complex inheritance laws, and provide tailored financial solutions to high-net-worth clients. According to a recent study by the Office for National Statistics, the demand for wealth management professionals in the UK is expected to grow by 12% over the next decade. This indicates a significant need for skilled individuals who can effectively manage family offices and wealth inheritance, making the Level 7 Diploma in Family Office and Wealth Inheritance Management a valuable qualification for those looking to advance their careers in this lucrative industry.
Industry Projected Growth
Wealth Management 12%

Career path

Career Roles Key Responsibilities
Family Office Manager Overseeing all aspects of the family office operations
Wealth Advisor Providing financial advice and investment strategies to high-net-worth clients
Estate Planner Developing and implementing estate plans for clients
Trust Officer Managing trusts and ensuring compliance with legal requirements
Philanthropy Advisor Assisting clients in charitable giving and philanthropic endeavors