loading......

Where do you need ?

location

Please select a Location.

Enquire

Submit your enquiry for Chartered Family Office Specialist (CFOS)

Please enter valid question or comment

Please enter your name.

Please enter valid Phone Number

Please enter the Pin Code.

By submitting, you agree to our Terms of use and Privacy Policy

Connect With Raj

You have reached a limit!

We only allow 20 Tutor contacts under a category. Please send us an email at support@urbanpro.com for contacting more Tutors.

You Already have an UrbanPro Account

Please Login to continue

Please Enter valid Email or Phone Number

Please Enter your Password

Please Enter valid Password or OTP

Forgot Password? Resend OTP OTP Sent

Sorry, we were not able to find a user with that username and password.

We have sent you an OTP to your register email address and registered number. Please enter OTP as Password to continue

Further Information Received

Thank you for providing more information about your requirement. You will hear back soon from the trainer

Share

course photo

Chartered Family Office Specialist (CFOS)

Online Instructor led Course

Platform: Own platform

50,000

No Feedback Yet

No Reviews Yet
1 Interested

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.

Pre-requisites

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
Content
Reviews
There are no Reviews yet.
Questions and Comments

Thousands of experts Tutors, Trainers & other Professionals are available to answer your questions

Comment ?

Questions Guidelines

  • Start your question with simple statements like "what", "when", "where", or "how".
  • Ensure your question or answer is not offensive or insensitive - it may be voted down or banned.
  • Please provide as much detail as possible as this will allow our members to better understand and respond to your question.
  • Take some time to categorize your question. This will greatly help other users find the question.


You can add upto 6 Images

Ask


There are no Reviews yet.

Date and Time

Not decided yet.

cash back100% Money Back Guarentee

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.
Seats Left-

Students Interested 1

Course Id: 11367