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Home / Modules in OfQual 7 Diploma in Family Office & Wealth Inheritance Management

London School of International Business (LSIB)

What modules are covered in the OfQual 7 Diploma in Family Office and Wealth Inheritance Management online?

Modules Covered in the OfQual 7 Diploma in Family Office and Wealth Inheritance Management Online

Are you interested in pursuing a career in family office and wealth inheritance management? The OfQual 7 Diploma in Family Office and Wealth Inheritance Management online is a comprehensive program designed to equip you with the necessary skills and knowledge to succeed in this field. Let's take a look at the modules covered in this diploma:

Module Description
1. Introduction to Family Office Management This module provides an overview of the role of family offices, their structure, and the services they offer to high-net-worth individuals and families.
2. Wealth Inheritance Planning In this module, you will learn about the various strategies and tools used in wealth inheritance planning, including wills, trusts, and estate planning.
3. Investment Management This module covers the principles of investment management, portfolio construction, risk management, and asset allocation.
4. Tax Planning and Compliance You will explore the tax implications of wealth inheritance and learn how to develop tax-efficient strategies for high-net-worth individuals and families.
5. Philanthropy and Social Impact Investing This module focuses on the role of philanthropy and social impact investing in family office management, including how to create a giving strategy and measure impact.
6. Risk Management and Compliance You will learn about the importance of risk management and compliance in family office operations, including regulatory requirements and best practices.
7. Family Governance and Succession Planning This module covers the principles of family governance, including how to establish structures and processes for effective decision-making and succession planning.

By completing the OfQual 7 Diploma in Family Office and Wealth Inheritance Management online, you will be well-prepared to pursue a rewarding career in this specialized field. Don't miss out on this opportunity to enhance your knowledge and skills in family office and wealth inheritance management!