**CLICK HERE TO REGISTER**
Family Wealth Management Workshop
Date : 15 March 2019
Timing : 9am to 5pm
Trainer : Mr. Tom McCullough
CFA Society Singapore is bringing the key components of the highly-acclaimed Family Wealth Management course taught by Adjunct Professor and family office founder Tom McCullough to Singapore.
The effective management of family wealth is a critical skill set in ensuring the long-term financial success of wealthy families. This program will provide the practical insights and knowledge that families and their advisors need to oversee the management of their wealth and help each family member to be an excellent leader and/or contributor to the wealth management process. Participants will learn the key building blocks and frameworks for successful wealth management, how to create an integrated wealth management strategy that considers the family's complete financial picture, and how to avoid common catastrophic mistakes.
The program is designed for advisors and family members who would like to learn more about the wealth management process and how to successfully preserve, grow, and transition family wealth. It will also be particularly useful for advisors who want to specialize in family wealth management and build their skills in this unique area.
CFA Singapore member price : S$780* (Early Bird fee) / S$980* (Standard fee)
Non-member price : S$880* (Early Bird fee) / S$1,080* (Standard fee)
Early bird fee valid till 28 February 2019
* Prices before 7% GST
* 10% off Group Discount available