Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management
Qualifi Awarding :Body
Average Completion Time:
6-18 Months
Course Level :7
Study Method: Online
Study Units:6 Units
Assessment Based
In today’s fast-paced and ever-evolving financial landscape, managing family wealth and ensuring its smooth transition across generations requires specialized skills and knowledge. The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management offers professionals the tools they need to navigate this complex field. Whether you’re looking to build a career in wealth management, work within a family office, or enhance your existing expertise, this advanced qualification is designed to equip you with the practical and theoretical knowledge required for success.
The Qualifi Level 7 Diploma in Law is a postgraduate-level qualification aimed at providing learners with an in-depth understanding of advanced legal concepts and practices. It is suitable for those wishing to pursue a career in law or for professionals already working in legal roles who want to enhance their qualifications.
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is a postgraduate qualification focused on the management, preservation, and transfer of family wealth across generations. This course is specifically designed to meet the needs of high-net-worth individuals, their families, and the professionals who work with them. It blends core wealth management principles with specialized knowledge on the legal, financial, and emotional aspects of wealth inheritance and legacy planning.
The curriculum covers the latest practices in family office management, trust structures, estate planning, taxation, and wealth governance, all of which are crucial for managing wealth in a sustainable and effective way.
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management offers a comprehensive, flexible, and internationally recognized qualification for professionals seeking to specialize in the management of family wealth and inheritance. Whether you’re aiming for a leadership role in a family office, enhancing your expertise in wealth management, or looking to help clients navigate complex estate and inheritance matters, this course will equip you with the knowledge and skills to succeed.
If you’re ready to take the next step in your career and become a trusted expert in managing high-net-worth families’ wealth, the Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is the ideal qualification to help you achieve your goals.
Entry Requirements
Centre Responsibility: Approved centres are responsible for assessing an applicant’s ability to successfully complete the learning programme and meet the qualification’s demands. The initial assessment should also consider the support that can be provided to meet individual learner needs.
Accessible Qualification: The qualification is designed to be accessible without artificial barriers, ensuring no unnecessary restrictions on entry.
Age Requirement: Applicants must be aged 19 or over to be eligible for enrollment in this qualification.
English Language Proficiency: For applicants whose first language is not English, an IELTS score of 6.0 (or an equivalent qualification) is required to ensure proficiency in academic English.
International Qualifications: For international applicants, qualifications will be assessed to ensure they meet the entry requirements for UK postgraduate higher education programmes.
Supporting References: Applicants are typically required to provide two supporting references:
At least one reference should ideally be academic to verify the applicant’s suitability for postgraduate-level study.
These admission criteria ensure that all learners have the appropriate academic and language background to succeed in the course, while also allowing flexibility and support for individual needs.
Qualification structure
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management qualification consists of 6 mandatory units of 120 credits for the completed qualification.
Mandatory Units
- Introduction to Office Management
- Family Office Portfolio Management
- Family Office Operation and Practice
- Family Office Investment Opportunities and Strategies
- Investments
- Risk Management and Insurance
Who is this Course For
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is ideal for professionals seeking to specialize in managing high-net-worth family assets and ensuring effective wealth inheritance. The course is designed for:
Wealth Managers and Financial Advisors: Professionals looking to deepen their expertise in managing family wealth, inheritance planning, and asset preservation for high-net-worth individuals.
Family Office Professionals: Individuals working in or aspiring to join family offices who want to formalize and enhance their knowledge of governance, operations, and wealth transfer strategies.
Tax Consultants and Estate Planners: Professionals in the financial or legal sector who wish to specialize in wealth inheritance, estate planning, and creating tax-efficient strategies for asset transfer.
Legal Advisors and Trust Officers: Lawyers or legal professionals who want to expand their expertise in family law, trusts, and wealth inheritance structures.
Business Owners and Entrepreneurs: Individuals managing or inheriting family wealth who want to learn how to effectively manage and protect their assets across generations.
Aspiring Professionals in Wealth Management: Individuals with a background in finance, business, or law seeking to transition into the field of wealth inheritance and family office management.
This course is ideal for anyone aiming to become a specialist in family wealth, estate planning, and managing complex financial structures across generations.
Future Progression
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management opens up a range of opportunities for career progression and further academic development. Key pathways include:
Advanced Qualifications: After completing the diploma, you can progress to Master’s Degree (LLM) or other advanced postgraduate qualifications in wealth management, financial planning, or estate planning.
Specialization in Wealth Management: The diploma provides the foundation to specialize in areas like family office governance, inheritance tax planning, and cross-border wealth management, which are highly sought-after skills in the industry.
Senior Roles in Family Offices: Graduates can pursue leadership and senior management roles within family offices, including positions like Family Office Manager, Chief Investment Officer (CIO), or Wealth Advisor.
Transition into Consultancy: With expertise in family wealth and inheritance, you can launch a wealth management consultancy, offering advisory services to high-net-worth families or businesses looking to set up their own family offices.
Corporate or Institutional Roles: The qualification also opens doors to senior roles within financial institutions, such as private banks, trust companies, or asset management firms, where wealth and estate management are key services.
Legal and Tax Advisory: Professionals in law and taxation can expand their careers into wealth inheritance and trust management roles, offering specialized advice to clients managing family wealth.
The Qualification Process
The qualification process for theQualifi Level 7 Diploma in Family Office and Wealth Inheritance Management
involves several key steps designed to ensure that candidates gain the necessary skills and knowledge to succeed in health and safety roles. Here’s an overview of the process:
Continuing Professional Development (CPD): After obtaining the qualification, individuals are encouraged to engage in ongoing professional development to stay updated with changes in legislation and best practices in health and safety.
Eligibility Check: Before enrollment, candidates should ensure they meet the entry requirements, including age, relevant experience, and a basic understanding of health and safety principles.
Enrollment: Candidates can enroll through an accredited training provider. During this stage, they may need to complete an application form and provide evidence of their qualifications and experience.
Initial Assessment: Many training providers conduct an initial assessment to gauge the candidate’s existing knowledge and skills. This helps tailor the learning experience to better suit individual needs.
Learning and Development: Participants engage in the course, which typically includes a mix of theoretical learning and practical assessments. Candidates will study various topics, such as health and safety legislation, risk assessment, and safety management systems.
Workplace Evidence Collection: A significant aspect of the NVQ qualification involves gathering evidence from the workplace. Candidates are required to demonstrate their competence by completing tasks related to their job roles, such as conducting risk assessments or implementing safety procedures.
Assessment: Throughout the course, candidates will undergo various assessments to evaluate their understanding and application of the material. This may include practical assessments, written assignments, and project work.
Portfolio Submission: Candidates compile a portfolio of evidence that showcases their learning and practical application of health and safety practices. This portfolio is submitted for review as part of the assessment process.
Final Evaluation: Once the portfolio and assessments are complete, a qualified assessor reviews the submitted work. They evaluate whether the candidate meets the required standards for the qualification.
Certification: Upon successful completion of all assessments and submission of the portfolio, candidates are awarded the Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management
. This certification is recognized nationally and signifies a competent understanding of health and safety principles.
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