Level 7 Diploma in Family Office and Wealth Inheritance Management

Program Overview

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.

📚 Course Units

Mandatory Units

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

📋 Entry Requirements

• 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.

🎯 Learning Outcomes

• Understand and apply principles in a professional environment
• Improve employability through theory and practice
• Analyse problem solving techniques
• Work independently and as part of a team
• Manage personal development and growth