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Family Office Certification


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The Qualified Family Office Professional (QFOP) certification 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. The QFOP certification 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.

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Family Office Certification

  1. 1. Family Office Certification By Richard C. Wilson
  2. 2. Disclaimer & Limitations Please do not use any advice within this or any other presentation without first consulting your compliance officer or legal counsel. 2
  3. 3. About the Qualified Family Office Professional Certification The Qualified Family Office Professional (QFOP) certificate is the most comprehensive selfpaced training program covering family office fundamentals, terms, best practices, trends, and areas of investment critical to single and multi-family offices. Currently, The Family Office industry is very fragmented globally. • There is no thought leader that has really made any progress on unifying the industry. We have spent ten thousand to twelve thousand hours during these last seven years developing the Qualified Family Office Professional Certification in an effort to unify the industry. With the Qualified Family Office Professional, you can earn a certificate program in the family office industry at your own pace anywhere in the world.
  4. 4. What is Included in the Family Office Professional Certification? 36 hours of expert audio interviews with family office CIO and CEO. • You get 36 hours of advice directly from the mouths of these family office executives that won’t return phone calls or emails unless they know you. They are just too busy to reply to all the emails and phone calls they get. • We got them to take the time to not only talk to us, but go on record and have it recorded for our training program. These were actually first recorded for our book. It is called The Family Office Book: Investing Capital for the Ultra Affluent. And we are also using it here in the training platform. Over 250 videos • These high quality videos are shot all over the world explaining in great detail different aspects of the family office industry.
  5. 5. What is Included in the Qualified Family Office Professional Certification  For both our audio interviews and training videos you can download the audio in MP3 format or the videos in MP4 format and watch them on your mobile device, computer, or you can stream them online. Our Syllabus and Study Guide are available in PDF format:  Syllabus: Download the QFOP Syllabus (PDF)  Study Guide: Download the QFOP Study Guide (PDF)  Length & Format: Self-Paced Course & Timed Online  Examination (320 Multiple Choice Questions)  We currently have over 73,000 professionals in our Family Offices Group 5
  6. 6. What is Included in the Qualified Family Office Professional Certification You can complete this program in as little as 2 months, or one month even if you are very aggressive. • If that 100 – 150 hours of study time is going to need to be spaced out you can complete this program over one year, two years, or as long as 20 years. • It really does not matter to us. There is one tuition payment upfront and after you pay that you get lifetime access. We will always be improving and tweaking this program The Family Offices Group is the largest association in the family office wealth management industry with 73,000+ current members —become a member today. Since 2007, the Family Offices Group has been working with family offices by helping then create family offices, find talent for their team, explore co-investment opportunities, and emulate best practices of $1B+ seasoned veterans of the space. Our global team of thirty professionals are dedicated to expanding and improving our training and research efforts.
  7. 7. Family Offices Group Overview Overall our company has had over 5,000 people join our training and certificate programs in finance and business. Long term The Qualified Family Office Professional Certification will be our most substantial offerings. We have put a lot of work into creating the program and we think that if you give it a try you will love it as well. If you want to register for this program you may do so at register on there. You have 30 days to check it out. If for any reason you don’t like the audio, you don’t like the video, you just feel like you don’t want to take any training because you are too busy you can get all your money back, no risk.
  8. 8. Disclaimer & Limitations Family Offices Group 1. #1 Global Family Office Association with 73,000 Members 2. 1,800 Articles, 275 Videos, 50+ Hours of Audio Interviews, & Millions of Views 3. Face-to-face meetings with over 1,000 family offices in 15 countries 4. #1 bestselling family office book called The Family Office Book: Investing Capital for the Ultra-Affluent 5. Qualified Family Office Professional (QFOP) training program 6. Billionaire Family Office & Single Family Office Advisory Solutions 8
  9. 9. Free Family Office Report Over 30,000 professionals have downloaded our free PDF Report on family offices. If you want a free copy just email me at or If you are looking for a family office directory please see Download it for free at
  10. 10. Co-Investments & Club Deals Become one of the 100 Charter Members: We are currently accepting the first 100 charter members into this program. Charter members will be able to participate at the low price of $995, and will be considered for advisory board positions for the 58,000+ person Family Offices Group association which supports this training program. Join Today: We guarantee that you will find our program valuable. If you don’t, just let us know in the first 7 weeks of your registration and we will provide you with a full refund. To get started, please use the form below. If you have any questions, please email us at You can also complete our Fax/Email registration form to pay by credit card. You can download that here: Fax/Email Registration Form. To earn your Qualified Family office Professional Certificate, visit our website: To Learn more about Family Office Executive Search, visit our website:
  11. 11. Questions? Richard C. Wilson CEO/Founder Family Offices Group New York Singapore London Portland, Oregon United Airlines 1 Million+ Miles Sao Paulo, Brazil