QUALIFI
Level 7
QN: 610/2921/X
Curriculum Active
Qualifi Level 7 in Family Office and Wealth Inheritance Management
Official qualification regulated by Ofqual, awarded by QUALIFI. Classified as a Vocationally-Related Qualification. Total guided learning hours: 600 hours.
Qualification Level
Level 7
Awarding Body
QUALIFI
Syllabus Units
6 Units
Guided Hours
600 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Family Office Investment Opportunities and Strategies
Verified
Key Learning Objectives:
- Understand the concept of Impact Investing and its significance in the financial industry.
- Understand the importance of due diligence in the investment process, the different methodologies and their applicability to alternative investments.
- Understand ESG factors and their relevance to investment decision-making and Impact on Investment Process.
- Understand different financing options available to family offices.
2
Family Office Operation and Practice
Verified
Key Learning Objectives:
- Understand principles and techniques involved in valuing family businesses and how to prepare and present a comprehensive business valuation.
- Understand latest trends and practices and their impact on the family office industry.
- Understand the importance of family governance and the role it plays in ensuring the success of the family office.
- Understand investment strategies and asset allocation techniques and how family offices implement and monitor their use to achieve investment goals.
3
Family Office Portfolio Management
Verified
Key Learning Objectives:
- Understand the evolution of family office, its objectives and different operating models.
- Understand the factors that influence the ''make'' or ''buy'' decision, selection of advisors and role of technology in family office management.
- Understand transition management and the techniques used to educate and train future family leaders.
- Understand the theoretical backdrop for asset allocation and risks involved in portfolio management.
4
Introduction to Office Management
Verified
Key Learning Objectives:
- Understand management principles and techniques for a modern business office.
- Understand the key principles and techniques that align with organisational goals and objectives.
- Understand the key principles of office management and the roles and responsibilities of an office manager.
- Understand quality management systems and their application to office administrative systems and techniques.
5
Investments
Verified
Key Learning Objectives:
- Understand the principles of portfolio theory and its applications in investment decision-making.
- Be able to make informed investment decisions in fixed-income and credit-sensitive instruments.
- Understand behavioural finance and its relationship to other theories of behaviour to explain financial markets.
- Understand the concept of market efficiency and the differences between the three forms of market efficiency.
6
Risk Management and Insurance
Verified
Key Learning Objectives:
- Understand risk management and its objectives and the various tools and techniques used in risk management.
- Understand potential risks and develop appropriate risk management strategies and controls.
- Understand different types of risk and their insurability.
- Understand the principles of insurance and the important concepts.
Regulatory & Verification Details
- Qualification Number (QN)
- 610/2921/X
- Regulated Status
- Available to learners
- Awarding Body
- QUALIFI
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Jun 2023