Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management

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.

• Introduction to Office Management
• Family Office Portfolio Management
• Family Office Operation and Practice
• Family Office Investment Opportunities and Strategies
• Investments
• Risk Management and Insurance

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.