The Qualified Family Office Professional (QFOP) certification includes training in many diverse areas related to investing capital for the ultra-affluent, including financial modeling & analysis, hedge funds, private equity, and investment banking. The QFOP certification is the most comprehensive self-paced training program covering family office fundamentals, terms, best practices, trends, and areas of investment critical to single and multi-family offices.

1. Family Office Certification
By Richard C. Wilson

2. Disclaimer & Limitations
Please do not use any advice within this or any other
presentation without first consulting your
compliance officer or legal counsel.
2

3. About the Qualified Family Office
Professional Certification
The Qualified Family Office Professional (QFOP) certificate is the most comprehensive selfpaced training program covering family office fundamentals, terms, best practices, trends,
and areas of investment critical to single and multi-family offices.
Currently, The Family Office industry is very fragmented globally.
• There is no thought leader that has really made any progress on unifying the industry.
We have spent ten thousand to twelve thousand hours during these last seven years
developing the Qualified Family Office Professional Certification in an effort to unify the
industry.
With the Qualified Family Office Professional, you can earn a certificate program in the
family office industry at your own pace anywhere in the world.

4. What is Included in the Family Office
Professional Certification?
36 hours of expert audio interviews with family office CIO and CEO.
• You get 36 hours of advice directly from the mouths of these family
office executives that won’t return phone calls or emails unless
they know you. They are just too busy to reply to all the emails and
phone calls they get.
• We got them to take the time to not only talk to us, but go on
record and have it recorded for our training program. These were
actually first recorded for our book. It is called The Family Office
Book: Investing Capital for the Ultra Affluent. And we are also using
it here in the training platform.
Over 250 videos
• These high quality videos are shot all over the world explaining in
great detail different aspects of the family office industry.

5. What is Included in the Qualified Family
Office Professional Certification

For both our audio interviews and training videos you can download the
audio in MP3 format or the videos in MP4 format and watch them on your
mobile device, computer, or you can stream them online. Our Syllabus and
Study Guide are available in PDF format:

Syllabus: Download the QFOP Syllabus (PDF)

Study Guide: Download the QFOP Study Guide (PDF)

Length & Format: Self-Paced Course & Timed Online

Examination (320 Multiple Choice Questions)

We currently have over 73,000 professionals in our Family Offices Group
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6. What is Included in the Qualified Family
Office Professional Certification
You can complete this program in as little as 2 months, or one month even if
you are very aggressive.
• If that 100 – 150 hours of study time is going to need to be spaced out
you can complete this program over one year, two years, or as long
as 20 years.
• It really does not matter to us. There is one tuition payment upfront
and after you pay that you get lifetime access.
We will always be improving and tweaking this program
The Family Offices Group is the largest association in the family office
wealth management industry with 73,000+ current members —become a
member today. Since 2007, the Family Offices Group has been working with
family offices by helping then create family offices, find talent for their
team, explore co-investment opportunities, and emulate best practices of
$1B+ seasoned veterans of the space. Our global team of thirty professionals
are dedicated to expanding and improving our training and research efforts.

7. Family Offices Group Overview
Overall our company has had over 5,000 people join our training and
certificate programs in finance and business.
Long term The Qualified Family Office Professional Certification will be our
most substantial offerings.
We have put a lot of work into creating the program and we think that if you
give it a try you will love it as well.
If you want to register for this program you may do so at
FamilyOfficesGroup.com/Training register on there.
You have 30 days to check it out. If for any reason
you don’t like the audio, you don’t like the video, you just
feel like you don’t want to take any training because you
are too busy you can get all your money back, no risk.

8. Disclaimer & Limitations
Family Offices Group
1.
#1 Global Family Office Association with
73,000 Members
2.
1,800 Articles, 275 Videos, 50+ Hours of Audio
Interviews, & Millions of Views
3.
Face-to-face meetings with over 1,000 family
offices in 15 countries
4.
#1 bestselling family office book called The
Family Office Book: Investing Capital for the
Ultra-Affluent
5.
Qualified Family Office Professional (QFOP)
training program
6.
Billionaire Family Office & Single Family Office
Advisory Solutions
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9. Free Family Office Report
Over 30,000 professionals have downloaded our free PDF
Report on family offices.
If you want a free copy just email me at
Richard@FamilyOfficesGroup.com or
If you are looking for a family office directory please see
http://FamilyOffices.com
Download it for free at http://FamilyOfficeReport.com

10. Co-Investments & Club Deals
Become one of the 100 Charter Members: We are currently accepting the first 100
charter members into this program. Charter members will be able to participate at
the low price of $995, and will be considered for advisory board positions for the
58,000+ person Family Offices Group association which supports this training
program.
Join Today: We guarantee that you will find our program valuable. If you don’t,
just let us know in the first 7 weeks of your registration and we will provide you
with a full refund. To get started, please use the form below. If you have any
questions, please email us at Team@FamilyOfficesGroup.com. You can also
complete our Fax/Email registration form to pay by credit card. You can download
that here: Fax/Email Registration Form.
To earn your Qualified Family office Professional Certificate, visit our website:
http://FamilyOfficesGroup.com/Training
To Learn more about Family Office Executive Search, visit our
website:http://FamilyOfficeExecutiveSearch.com/

11. Questions?
Richard C. Wilson
CEO/Founder
Family Offices Group
Richard@FamilyOfficesGroup.com
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