Chartered Family Office Specialist (CFOS)

SFO, in partnership with Stamford Wealth Academy and Family Office Institute, is pleased to bring the prestigious Chartered Family Office Specialist (CFOS) program to Asia. Our goal is to enhance the knowledge base needed for family office owners and practitioners to successfully manage and operate a family office.

The Chartered Family Office Specialist (CFOS) credential represents the knowledge necessary to effectively communicate with numerous specialists in allied disciplines such as finance, law, accounting and insurance to name just a few. The CFOS designation distinguishes its charterholders as it represents the standard for family offices.

Why obtain the Chartered Family Office Specialist (CFOS) credential?

•     After recent market turmoil, Ultra Affluent Clients (UACs) in Asia have lost their trust and confidence in financial professionals. The Chartered Family Office Specialist (CFOS) program readily equip professionals in all area of financial planning with the latest tools and techniques necessary to satisfy the unique and sophisticated needs of the UACs in family office wealth management.

•     The paramount goal of CFOS education is to impart candidates with the technical training and resources to effectively manage family offices. To reach these objectives, the CFOS training in finance will be universal in outlook to represent the international scope of the family offices and will be focusing on key areas such as accounting, alternative investments, banking and trust administration, business valuation concepts, economics, estate planning and taxation, equity and fixed income investment, financial planning and asset allocation, financial mathematics, insurance analysis, risk management, ethics, due diligence and other related fields.

•     The Chartered Family Office Specialist (CFOS) education gives you the technical proficiency to provide your family office clients with the advice and counsel they desire in a trusted professional wealth advisor. In addition, the distinctive CFOS designation also conveys to your clients, peers and regulators that you have met the standards for successful management of a family office.

•     In its offering of the Chartered Family Office Specialist (CFOS) program, both SFO and Stamford Wealth Academy aim to inculcate family office owners and practitioners in Asia - including members and managers of family offices as well as the professionals in all area of financial planning - with comprehensive education and training in all aspects of family office wealth management.

Take a closer look at the Chartered Family Office Specialist (CFOS) course brochure for more details on how you could bring a new level of excellence in professional wealth management to your family office practice.