About QFOP

The Qualified Family Office Professional (QFOP) certificate 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.

The QFOP training program includes training in many diverse areas related to investing capital for the ultra-affluent, including financial modelling & analysis, hedge funds, private equity, and investment banking.

Learn Directly From Global Single & Multi-Family Office Executives Including:

  1. Interviews with over a dozen single family office executives, several of which manage over $1B in wealth directly for one family
  2. Recorded audio interviews with 20 global multi-family offices including top 30 family offices such as Threshold Group, Constellation Wealth Advisors, and Marcuard Family Office.
  3. Insights from top family office thought leaders, experts, and risk consultants who manage family office portfolios daily

Who is this family office training program built for?  The Qualified Family Office Professional program is available for professionals in wealth management, investment fund management, trust & estates, insurance, capital raising, or other areas where more fundamental family office knowledge would be helpful.  There are no minimum educational requirements for completing the QFOP program, it is available for anyone, and can be completed from anywhere in the world at your own pace using the internet.

How does the program work? Once you register for the QFOP, you’ll receive a login and password for the online QFOP Classroom page. There, you’ll have access to the practice examination, training videos, and audio resources. Once you’ve gone through the materials there and the required text book and feel ready to take the QFOP examination, you can schedule yourself for the online examination. We offer an exam on the 10th of every month, giving you 12 opportunities to take the examination each year. Just send an email or give us a call at least 2 weeks before the upcoming exam date, and we’ll get you set up. After you pass the QFOP examination, you’ll be awarded the QFOP certificate and designation to use after your name.

Who Offers the QFOP?  The Qualified Family Office Professional is offered through the Family Offices Group, a 58,000+ member networking association in the industry which is supported by the Global Training & Certification Institute, LLC.  The G.T.C. Institute has trained and certified over 3,000 professionals around the world and the Qualified Family Office Professional (QFOP) program leverages that program management, test development, and online classroom environment building expertise for the family office industry.

Family Office Group has collaborated with the Association of International Wealth Management of India (AIWMI) to offer the QFOP program in Asia and Gulf region. AIWMI is also working closely with the Family Office Group on designing a more robust, Asia-specific content for the QFOP program. 

Video Modules + Audio Interviews + Required Reading  Completing the QFOP program involves self-paced studying using our library of 250 concise video modules, over 30 family office executive interviews, and one required text: ”The Family Office Book: Investing Capital for the Ultra-Affluent.”

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