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DirectoryPublic Administration & EducationContinuing Education InstitutesGenevaPrivate Wealth & Family Office - Swiss Certified
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Private Wealth & Family Office - Swiss Certified

Summary

About the company

The company's core activity is the training and certification of professionals in the field of Private Wealth and Family Office. The company offers online courses, workshops, coaching and other services to qualify and support professionals who provide solutions for Private Wealth and Family Office. The goal is to create a community of professionals who work according to Swiss standards and the United Nations' goals for sustainable development to support families worldwide.

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Industry:Continuing Education Institutes
✓ Offered7
Wealth Services and Family Office 3.0
High-impact training programme for professionals with online training, 12 modules, project assignments and weekly 30-minute sessions on wealth and family office solutions.
An Introduction to the World of the Family Office
Introductory course to the fundamentals of Family Office and private wealth services, covering banking basics, regulation, single versus multi-family office and the international wealth market.
Personal Finance 101 Program
Online course on personal financial planning with budgeting, debt reduction, saving, risk analysis, taxes, inflation, loans and the basics of investment vehicles.
The Wealth Game Online Experience
Self-paced online course for personal financial control with practical exercises, financial plan, DIY spreadsheets and strategies for net worth, income and financial security.
Developing a Successful Private Wealth and Family Office Practice
Training to develop a wealth-services or family-office practice with practice-oriented setup, professional role, business setup and client support.
Wealth Services and Family Office Reporting Software
Software training on reporting software for wealth services and family office with a focus on application in day-to-day professional practice.
The Complete Guide to Sales & Marketing in Wealth and Family Office Services
Course on sales and marketing in wealth and family office services with practical approaches for client acquisition, positioning and marketing of services.
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Location

Avenue Dumas 37
1206 Geneva

At a glance

Legal form
Association
UID
CHE-486.225.262
Founded
2021 · 5 years
Last commercial register change
February 23, 2021
Employees
1 to 10

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