Educational Programs for FO Staff and Professional Advisors

While the purpose and focus of this e-learning initiative are on the wealthy family itself, we are aware that the quality of advice and training for those who serve them are an important element in their success.

To that end, programs for professional advisors are available to prepare professionals for a career in advising wealthy families, to support their continuing education, and to stay current by meeting the educational demands of their professional associations and regulatory bodies.

Bankers, brokers, lawyers, counsellors, accountants, trustees and others whose work can be improved by adding to their knowledge and capabilities are welcome to sign up for a combination of lessons, courses or custom-crafted learning programs best suited to serve their, and their clients’, needs.

Modules and documents currently under development and are planned to be launched in 2021.