NVQ Level 7 Family Office and Wealth Inheritance Management

Tuesday, 17 February 2026 15:16:02

International Students can apply

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NVQ Level 7 Family Office and Wealth Inheritance Management

Overview

NVQ Level 7 Family Office and Wealth Inheritance Management

This advanced qualification is designed for professionals seeking expertise in managing family wealth and inheritance. It covers topics such as estate planning, tax strategies, and investment management. Ideal for wealth managers, financial advisors, and family office executives looking to enhance their skills and knowledge. Gain a deeper understanding of complex financial structures and develop strategies to preserve and grow family wealth for future generations. Take your career to the next level with this comprehensive NVQ Level 7 program.

Explore the world of family office and wealth inheritance management today!

Embark on a transformative journey with our NVQ Level 7 Family Office and Wealth Inheritance Management course. Gain expertise in wealth management, estate planning, and family governance to secure your family's financial future. Learn from industry experts and acquire practical skills to navigate complex financial landscapes. Unlock lucrative career opportunities as a wealth manager, financial planner, or family office executive. Stand out in the competitive job market with a prestigious NVQ Level 7 qualification. Elevate your professional profile and make a lasting impact on your family's legacy. Enroll now and take control of your financial destiny. (8)

Entry requirements




International Students can apply

Joining our world will be life-changing with a student body representing over 157 nationalities.

LSIB is truly an international institution with history of welcoming students from around the world. With us, you're not just a student, you're a member.

Course Content

• Develop and implement wealth management strategies
• Analyze and evaluate financial data
• Understand tax planning and compliance
• Manage family office operations
• Implement risk management strategies
• Provide estate planning services
• Develop and maintain client relationships
• Monitor investment performance
• Understand regulatory requirements
• Conduct financial research and analysis

Assessment

The assessment is done via submission of assignment. There are no written exams.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration

The programme is available in two duration modes:

6 months: GBP £1250
9 months: GBP £950
This programme does not have any additional costs.
The fee is payable in monthly, quarterly, half yearly instalments.
You can avail 5% discount if you pay the full fee upfront in 1 instalment

6 months - GBP £1250

9 months - GBP £950

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Accreditation

 Awarded by an OfQual regulated awarding body

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  • 1. Complete the online enrolment form and Pay enrolment fee of GBP £10.
  • 2. Wait for our email with course start dates and fee payment plans. Your course starts once you pay the course fee.
  • Apply Now
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Got questions? Get in touch

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+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Opportunity Description
Family Office Manager Oversee the day-to-day operations of a family office, including wealth management, financial planning, and estate planning.
Wealth Inheritance Advisor Provide strategic advice to high-net-worth individuals on wealth preservation, transfer, and inheritance planning.
Investment Analyst Analyze financial data and market trends to make informed investment decisions for family office clients.
Trust and Estate Specialist Manage trusts and estates for clients, ensuring compliance with legal requirements and maximizing wealth preservation.
Private Client Relationship Manager Build and maintain relationships with high-net-worth clients, providing personalized financial advice and solutions.

Key facts about NVQ Level 7 Family Office and Wealth Inheritance Management

The NVQ Level 7 Family Office and Wealth Inheritance Management program is designed to equip individuals with advanced knowledge and skills in managing family offices and wealth inheritance. Participants will learn how to effectively oversee the financial affairs of high-net-worth families, including investment strategies, estate planning, and tax optimization.
This qualification typically takes around 12-18 months to complete, depending on the individual's pace of study. The course involves a combination of theoretical learning and practical application, allowing participants to develop a deep understanding of the complexities involved in managing family wealth.
The NVQ Level 7 Family Office and Wealth Inheritance Management program is highly relevant to professionals working in the wealth management industry, including family office managers, financial advisors, and estate planners. Graduates of this program will be well-equipped to navigate the unique challenges and opportunities that come with managing wealth for affluent families.
Overall, this qualification provides a comprehensive foundation for individuals looking to advance their careers in family office and wealth inheritance management, offering valuable insights and practical skills that are essential for success in this specialized field.

Why this course?

NVQ Level 7 Family Office and Wealth Inheritance Management is becoming increasingly significant in today's market, especially in the UK where wealth management is a growing industry. According to recent statistics, the total wealth held in the UK reached £12.8 trillion in 2020, with a significant portion of this wealth being managed by family offices and wealth managers. The NVQ Level 7 qualification in Family Office and Wealth Inheritance Management provides professionals with the necessary skills and knowledge to effectively manage and grow their clients' wealth. This qualification covers a wide range of topics including investment management, tax planning, estate planning, and risk management, making it highly relevant in today's complex financial landscape. With the increasing complexity of financial markets and the growing need for specialized wealth management services, professionals with NVQ Level 7 qualifications are in high demand. Employers are looking for individuals who can provide expert advice and guidance on managing wealth and inheritance effectively, making this qualification a valuable asset for anyone looking to advance their career in the wealth management industry. Overall, NVQ Level 7 Family Office and Wealth Inheritance Management is a crucial qualification for professionals looking to excel in the competitive and rapidly evolving wealth management market. | UK Wealth Statistics | |----------------------| | Total Wealth: £12.8 trillion | | Wealth Management Industry Growth: 5% annually | | Demand for Wealth Managers: High |

Who should enrol in NVQ Level 7 Family Office and Wealth Inheritance Management?

Ideal Audience for NVQ Level 7 Family Office and Wealth Inheritance Management | Criteria | Description | |---------------------|-----------------------------------------------------------------------------| | Education Level | Bachelor's degree or higher | | Experience | 5+ years in finance, wealth management, or related field | | Career Goals | Seeking advancement to senior roles in family offices or wealth management | | Location | UK-based professionals looking to enhance their skills | | Salary Potential | Average salary for wealth managers in the UK is £60,000 - £100,000 per year | The NVQ Level 7 Family Office and Wealth Inheritance Management course is designed for professionals with a Bachelor's degree or higher, who have at least 5 years of experience in finance, wealth management, or a related field. If you are looking to advance to senior roles in family offices or wealth management, this course is perfect for you. Specifically tailored for UK-based professionals, this qualification can help you enhance your skills and potentially increase your earning potential, with average salaries for wealth managers in the UK ranging from £60,000 to £100,000 per year.