The Qualified Family Office Professional (QFOP) certificate is the most comprehensive self-paced  training program covering family office fundamentals, terms, best practices, trends, and areas of investment critical to single and multi-family offices.

The Qualified Family Office Professional (QFOP) certification program is unique in that it is modeled after many online courses offered at Ivy League institutions today, while offering more value for a more cost-effective program. The QFOP program includes educational multimedia resources in video form, a study guide, required readings, and a flexible online examination process, accessible around the world. The duration of the online exam is 3 hours.

The QFOP training 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.

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.

Who Offers the QFOP?

The Qualified Family Office Professional is offered through the Family Offices Group, a 58,000+ member networking association in the industry which is supported by the Global Training & Certification Institute, LLC. The G.T.C. Institute has trained and certified over 3,000 professionals around the world and the Qualified Family Office Professional (QFOP) program leverages that program management, test development, and online classroom environment building expertise for the family office industry.

Topics and Weights Single & Multi-Family Office Fundamentals 20 Multiple Choice Questions Family Office Operations, Trends, Portfolio Management, and Investing 15 Multiple Choice Questions 6 Family Office Club 328 Crandon Blvd Suite 223 Key Biscayne, FL 33149 Leadership & Management of Family Office Organizations 15 Multiple Choice Questions Hedge Funds, Private Equity, Real Estate, Venture Capital, Fund of Funds and Angel Investing 30 Multiple Choice Questions Capital Preservation Methods & Strategies 15 Multiple Choice Questions Fundamentals of Trusts, Estates, and Global Taxation Issues 15 Multiple Choice Questions Family Office Business Development and Client Acquisition Strategies 15 Multiple Choice Questions Investment Banking & Financial Modeling 15 Multiple Choice Questions Fundamentals of Financial Analysis & Finance 20 Multiple Choice Questions Direct Investments 20 Multiple Choice Questions

The Qualified Family Office Professional (QFOP) is a self-paced certification program. After registration, a candidate receives access to online QFOP Classroom page. The classroom provides ebook,  practice examination, training videos, and audio resources. Once the candidate is prepared for the QFOP examination, he can schedule his exam as per his convenience.

The QFOP exam is held on the 10th day of every month, giving a candidate 12 opportunities to take the examination each year. Once the candidate passes the QFOP examination, he will be awarded the QFOP certificate and designation to use after his name.

For Indian Students:

Registration Fees INR 47,200
Exam Fees INR 5,900
GST (18%) INR 9,558
Total INR 62,658

 

For International Students

Registration Fees $ 999
Exam Fees $ 100
Total $ 1099

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