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QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management

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Best Seller Icon Ofqual Regulated
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Best Seller Icon WES Recognised
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What you'll learn

The QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management is a comprehensive program focused on equipping individuals with the knowledge and skills necessary to manage family wealth and inheritance effectively. This diploma covers topics such as financial planning, investment strategies, estate management, and legal aspects of wealth transfer. It is ideal for wealth managers, financial advisors, and individuals seeking to understand the complexities of family wealth preservation and succession. Graduates of this program are well-prepared to guide families in making informed financial decisions, protecting assets, and ensuring a smooth transition of wealth across generations, thereby securing long-term financial stability.

Key Benefits

This qualification prepares learners to

  • Gain a profound understanding of multi-generational family wealth management's distinctive challenges and opportunities.
  • Acquire the technical knowledge and skills necessary for proficiently handling family wealth, including investment, risk, financial, and tax management.
  • Explore the diverse types of family offices and their services.
  • Gain insights into the legal and regulatory frameworks governing family office operations and wealth transfer across generations.
  • Understand the significance of family governance and dynamics in wealth management. 

About Awarding Body

Qualifi is a UK Government (Ofqual.gov.uk) regulated awarding organisation and has developed a reputation for supporting relevant skills in a range of job roles and industries, including Leadership, Enterprise and Management, Hospitality and catering, Health and Social Care, Business Process Outsourcing and Public Services. Qualifi is also a signatory to BIS international commitments of quality. The following are the key facts about Qualifi.

  • Regulated by Ofqual.gov.uk
  • World Education Services (WES) Recognised

What is Included?

  • Outstanding Tutor Support: EDVORO provides consistent and helpful guidance throughout the course. Learners can seek assistance through the EDVORO Support Desk Portal.
  • Cutting-Edge Learning Management Platform: Access to a modern platform that contains essential learning resources and facilitates communication with the support desk team.
  • Quality Learning Materials include well-structured lecture notes, study guides, and practical applications. Real-world examples and case studies are integrated to help learners apply their knowledge effectively. These materials are available in well-structured pathway books, letter notes, PDF, PowerPoint, or Interactive Text Content formats on the learning portal.
  • Formative Assessment Feedback: Tutors provide feedback on formative assessments, helping learners improve their achievements throughout the program.
  • Summative Assessment feedback: Tutors provide feedback on summative assessments; this kind of feedback can be instrumental in helping students achieve their academic goals.  
  • Accessible Assessment Materials: All assessment materials are conveniently accessible through the online learning platform.
  • Supervision for All Modules: This suggests that oversight and guidance are provided for every module of the course.
  • Multiplatform Accessibility: Learners can access course materials through various devices such as smartphones, laptops, tablets, or desktops. This flexibility allows students to study at their convenience.
  • Limitless Learning Opportunities: EDVORO offers a range of innovative online and blended learning experiences to help learners expand their knowledge.
  • Convenience, Flexibility, Support, and User-Friendliness: Core principles of online learning at EDVORO.

Assessment

  • Time-constrained scenario-based assignments
  • No examinations

Entry Requirements

  • Ability to meet the demands of the qualification
  • Applicants must be aged 19 or over
  • Possess a Level 4 qualification in a related area
  • IELTS 6 (or equivalent), in case of applicants whose first language is not English

Progression

  • QUALIFI Level 8 Diploma
  • University to complete a Master's degree
  • Employment in an associated profession

Why gain Qualification

  • QUALIFI diplomas provide industry-recognised certification, showcasing expertise.
  • They facilitate career growth, enabling access to higher-level positions and increased earnings.
  • Specialised knowledge is a hallmark of QUALIFI diplomas, valued in niche industries.
  • Practical training ensures hands-on skill development for immediate workplace application.
  • Flexible learning options, including part-time and online courses, accommodate diverse schedules.
  • QUALIFI qualifications are globally recognised, facilitating international work and education opportunities.
  • Business-focused diplomas are beneficial for aspiring entrepreneurs and those starting ventures.
  • Networking, regulatory compliance, staying updated with industry trends, and enhanced confidence are additional benefits of a QUALIFI diploma.

Career Pathways

The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management can open many career pathways including, but not limited to:

  • Wealth Manager
  • Relationship Manager
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Course Content

Reference No : R/650/7674

The objective of this unit is to establish a foundational comprehension of the fundamental principles and methodologies for proficient office management. This entails acquainting learners with an office manager's diverse roles and duties, encompassing administrative responsibilities, team supervision, and effective communication practices.

Credit : 20 || TQT : 200

Reference No : T/650/7675

This unit aims to equip learners with knowledge regarding the principles and methods of overseeing investment portfolios designed for individuals and families with substantial wealth.

Credit : 20 || TQT : 200

Reference No : Y/650/7676

This unit aims to offer students a thorough grasp of the operational and administrative facets of family office management. It introduces students to these functional and organisational elements, fostering an understanding of the practical factors in establishing and operating a family office.

Credit : 20 || TQT : 200

Reference No : A/650/7677

This unit aims to give individuals insights into the diverse investment options accessible to family offices. It encompasses an appreciation of the strategies and methods employed to enhance investment yields while mitigating risks.

Credit : 20 || TQT : 200

Reference No : D/650/7678

This unit aims to offer learners a comprehensive insight into the investment strategies and methodologies utilised by family offices for wealth preservation and growth spanning multiple generations. It further aids learners in cultivating the competencies and expertise required to devise and propose investment strategies, evaluate investment prospects, and oversee performance. Additionally, learners will gain awareness of the distinct challenges and opportunities associated with family office investments, with a particular emphasis on achieving a balanced approach to risk.

Credit : 20 || TQT : 200

Reference No : F/650/7679

The objective of this unit is to enable learners to grasp the significance of recognising, evaluating, and mitigating risks for protecting and preserving family wealth. Learners will also be introduced to risk management and how insurance policies can aid family offices and individuals create a comprehensive risk management strategy tailored to their specific requirements, objectives, and risk tolerance.

Credit : 20 || TQT : 200

Delivery Methods

The program is delivered by Edvoro, a flagship of the School of Business and Technology London, and awarded by QUALIFI; Edvoro offers a range of flexible delivery methods to cater to the diverse needs of its learners. These options include online and blended learning, allowing learners to select the mode of study that best suits their preferences and schedules. The program is designed to be self-paced and is facilitated through Edvoro's state-of-the-art Learning Management System.

Edvoro ensures learners can engage with their tutors through the Edvoro Support Desk Portal System. This platform enables learners to discuss course materials, seek guidance and assistance, and request feedback on their assignments, fostering a dynamic and interactive learning experience.

Edvoro stands out by providing exceptional support and infrastructure for online and blended learning formats. We have adopted an innovative approach to learning, replacing traditional classroom-based instruction with web-based learning while maintaining an exceptionally high level of support. Learners who enrol at Edvoro benefit from the dedicated guidance of a tutor throughout their learning journey, ensuring comprehensive support from beginning to end, whether they choose the online or blended learning option.

Resources and Support

Edvoro is committed to providing unwavering support throughout your educational journey. Our dedicated support team is a crucial link between tutors and learners, ensuring that guidance, assessment feedback, and additional study assistance are delivered promptly and effectively. When a learner submits a support request via the support desk portal for advice, assessment feedback, or any other service, one of the support team members assigns the request to an appropriate tutor. Once the support team receives a response from the allocated tutor, the information is promptly made accessible to the learner through the portal. This structured support system is designed to assist learners and streamline support processes efficiently.

Edvoro's competitive edge is enhanced by the high-quality learning materials crafted by industry experts. The learning materials encompass well-structured pathway books, letter notes, practical applications with real-world examples, and case studies that empower learners to apply their knowledge effectively. Learning materials are conveniently accessible in one of three formats, PDF, PowerPoint, or Interactive Text Content, through the learning portal, providing learners with versatile options for accessing and engaging with the content.

Study Options
  • Duration 12 Months
  • Credits 120
  • Accreditation Ofqual.Gov.UK
  • Intake Every Month
  • Study Mode Online / Blended
  • Course Materials: Well Structured
  • All Inclusive Cost Yes
  • Tutor Desk Yes
  • Support Desk Yes
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