If you are looking for educational resources on the family office industry you are in the right place, our offers the Qualified Family Office Professional (QFOP) designation program for the family office industry and we also run the #1 largest membership-based family office association, and we have written a free e-book on family offices that has been downloaded over 40,000 times.
The Qualified Family Office Professional (QFOP) certificate is the #1 most popular self-paced family office training program covering the fundamentals, structures, best practices, trends, and areas of investment critical to managing single and multi-family offices.
The QFOP program includes training in many diverse areas related to investing capital for the ultra-affluent, including financial modeling & analysis, hedge funds, private equity, and investment banking.
- Syllabus: Download the QFOP Syllabus (PDF)
- Study Guide: Download the QFOP Study Guide (PDF)
- Length & Format: Self-Paced Course & Timed Online Examination (320 Multiple Choice Questions)
By Far the Most In-Depth Training Platform in the Family Office Industry:
1) Interviews with over 30 single family office and multi-family office executives globally, several of whom each directly manage over $1 billion in assets for exceptionally wealthy families. These exclusive audio interviews make up over 30 hours of audio MP3 content for you to learn directly from leaders at family offices such as the Threshold Group, Constellation Wealth Advisors, and Marcuard Family Office.
2) Over 200 video modules including conference presentations, short facts on the family office industry, and training modules taken from some of our most advanced finance training and certificate programs in the industry.
Who is This Family Office Training Program Built For? The Qualified Family Office Professional program is available for professionals in wealth management, investment fund management, trust & estates, insurance, capital raising, or other areas where more fundamental family office knowledge would be helpful. There are no minimum educational requirements for completing the QFOP program, it is available for anyone, and can be completed from anywhere in the world at your own pace using the internet.