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Chartered Family Office Specialist (CFOS)

Online Instructor led Course

Platform: Own platform


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About the Course

Join the CFOS program and get an International certification from Family Office Institute Florida USA. It enhances your knowledge base needed to successfully manage and operate a family office.

Topics Covered

There are many topic covered like Financial Accounting, Risk, Due Dilligence, Investment planning, portfolio management, insurance planning, soft side etc

Who should attend

The CFOS™ certification course should be attended by family office personnel, wealth managers, financial planners, estate planners, Chartered Accountants, CFPs, Investment Advisors and all other financial professionals.


Students should have 5 years of experience in financial advisory

What you need to bring

You need to have an internet connection, laptop, paper and pen for the class as it is ONLINE blended with Webinar sessions

Key Takeaways

CFOS enables you to be a specialist in Family Office business
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About the Trainer

Has over 20 year career serving Equity broking, mutual fund advising, corporate finance advising, personal financial planning. He writes regularly for financial websites and had recently authored a book as well.
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Course Id: 11367