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Title

Family Wealth Management Workshop

Event Description

**​CLICK HERE TO REGISTER**​​

Family Wealth Management Workshop

​Date : 15 March 2019​

Timing : 9am to 5pm

Trainer : Mr. Tom McCullough

Overview:

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.​

Course Fee:

CFA Singapore member price : S$780* (Early Bird fee) / S$980* (Standard fee)

Non-member price : S$880* (Early Bird fee) / S$1,08​0* (Standard fee)

Early bird fee valid till 28 February 2019

* Prices before 7% GST

* 10% off Group Discount available​​


Event Type

Society; Career; Educational

Education Topic

Private Wealth Management

Start Time

3/15/2019 9:00

End Time

3/15/2019 17:00

City

Singapore

State/Province

Select One

Event Country

Singapore

Event Region

Asia Pacific

Location Info

TBA

Speaker

Tom McCullough

CE Credits

7

SER Credit

NIL

Currency

SGD

Member Price

S$780* (Early Bird fee) / S$980* (Standard fee)

Non-Member Price

S$880* (Early Bird fee) / S$1,080* (Standard fee)

Candidate Price

NA

Registration

​Click HERE​ to register

Please email eventmanagement@cfasingapore.org for more details.​​

All Day Event

 

Recurrence

 

Event Photo

 

Custom Event Type

WS

Date

 

Text

 

Event Type

Workshop

Function Type:

Workshop

Attachments

2019-03-15 Family Wealth Mgtt Workshop v2.pdf    
Content Type: MyCFA Calendar
Created at 2/22/2019 15:05 by EVENTMANAGEMENT@CFASINGAPORE.ORG
Last modified at 2/26/2019 17:12 by events@cfasingapore.org[CASMSTS:username]