Family Office Training


The Qualified Family Office Professional (QFOP): Is designed for those whom want to enter the realm of the single family office. This can be done by creating, operating & managing the investments of Single Family Offices. The course is a self-study program that will allow you to learn your own pace. The course focuses on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your clients or family. The QFOP is the #1 most popular self-paced family office training program covering the fundamentals, structures, best practices, trends, and areas of investment critical to managing single and multi-family offices. The QFOP program 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.

To learn more about the requirements of this program and how to get started, please enter your name, phone number, and email address below:

Family Office Jobs: Many institutional allocators, those running pension funds or endowment funds are moving into family office portfolio management roles. At the same time, traditional private banking and wealth management professionals also find the thought of working with less clients that each have more money very appealing due to the level of service delivery and attention to detail that it can sometimes allow. Family office jobs can pay anywhere from $45,000 a year to $1M+ bonuses or participation in deals completed while acting as a CIO or CEO of a large family office. With new family offices being started every day, we have had over 250 professionals enroll in the QFOP program over the last two years, looking to become more well qualified to work in the industry. Here is a short video on family office jobs that we recorded in Prague, Czech Republic recently:

Richard C. Wilson: Founder and CEO

richard imageRichard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families and as the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard is also the founder of the Family Office Club, the largest membership-based family office association (, along with equity holdings in the training, single family office management (, investment conference, search, data research, physical bullion, private equity (, food, and energy industries which do over $10M a year in combined revenue.

The Family OfficFamily-Officee Club provides a charter membership, a monthly newsletter, the Qualified Family Office Professional (QFOP) training & certification programs, videos, whitepapers, conference speech recordings, live training workshops, and much more.

By Far the Most In-Depth Training Platform in the Family Office Industry:

1) Interviews with over 30 single family office and multi-family office executives globally, several of whom each directly manage over $1 billion in assets for exceptionally wealthy families. These exclusive audio interviews make up over 30 hours of audio MP3 content for you to learn directly from leaders at family offices such as the Threshold Group, Constellation Wealth Advisors, and Marcuard Family Office.

2) Over 200 video modules including conference presentations, short facts on the family office industry, and training modules taken from some of our most advanced finance training and certificate programs in the industry.

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 This Program Work? Once you register for the QFOP, you’ll receive a log-in and password for the online QFOP Classroom page. When you log-in, you’ll have access to the practice examination, training videos, and audio resources. After 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. Simply complete the Examination Scheduling form, send an email, or give us a call at least 2 weeks before the upcoming exam date, and we’ll get you set up for the test. After you pass the QFOP examination, you’ll be awarded the QFOP certificate and designation to use after your name.

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 Single Family Office Book by: Richard C. Wilson. As of 2015 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, and to make it more interactive at the same time we have included 40+ videos & audio interviews, and over 9 hours’ worth of recorded webinar content for you to stream or download for free.

Who Offers the QFOP? The Qualified Family Office Professional is offered through the Family Office Club, an 83,000+ member global family office association in the industry which is supported by WilsonTraining. Wilson Training has trained and certified over 4,500 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.

Join 265 Others Today: Over 265 professionals have enrolled in the QFOP, and 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 date, not a single person has refunded after joining. To get started, complete the registration form below.

Family Office and Finance Training Society have trained and certified well over 3,000 participants and our platform provides the #1 most practical, challenging and globally relevant certification platform. The self-paced financial analyst training program is delivered through online lecture videos, an audio program, a workbook, and step-by-step screen capture tutorials. Our program requires one year of previous professional experience that is relevant. Over 70% of professionals who have completed this program in the past have also completed our Investment Banking , Financial Analysis, Business Broker, Financial Modeling, Hedge Fund Level 1 &2 & Private Equity programs as well.

Private Equity Certification Guaranteed Value: We are so confident that you will greatly benefit from our career coaching, practical training modules, and resume improvement from completing our programs that we offer a 100% money back refund policy. If you change your mind about completing our programs for any reason at all within the first 7 weeks after registering just email us and you will get your full money back in 1 business day. Give us a test drive by registering today and you will see why over 3,000 participants like you have completed our training programs.

  • Lifetime access to program resources
  • Instructional video modules
  • Expert audio interviews
  • Career coaching help
  • Resume template feedback service
  • Practice examination in Excel
  • The online examination and grading
  • Certificate of completion (see below)

Registration Options: You may register online right now using the form below, or you may use our Credit Card Enrollment Form or Check Payment Enrollment Form.  We also accept PayPal, Bank Drafts, Checks, Wire Transfers, and Western Union as well.  Also, if you would rather pay for your training programs via a month subscription instead of upfront payment you may do so here.  After registering you will be sent a welcome packet in the mail and a welcome email. Confirmation of your registration will also be sent via email in just one business day.  

Top 3 Frequently Asked Questions (FAQs) About Our Online Family Office Certification:

1) Question: Are there weekly homework assignments, phone calls, or sessions that are scheduled at specific times?

Answer: There are no weekly homework assignments, phone calls, or classes scheduled. In fact, the only set dates in our programs are the 12 exam dates that we offer each year. The program is entirely self-paced.

Once you have registered, you will be provided with login details to access our proprietary certification platform. After you’ve logged in, you will be able to watch the program’s video training modules, complete your strategic project (as laid out in the study guide), email our faculty with questions, complete the self-grading practice test, and schedule your online examination. Our examination is offered 100% online, which has allowed participants from over 40 countries to participate and complete our programs.

2) Question: How can I use this certification on my resume or bio after completing it?

Answer: While you are enrolled in the program you can note that you are currently a candidate. For example, if taking the QFOP program, you can note on your resume or business profiles that you are a QFOP Candidate.

After completing the program you are then able note that you are certified in this area on your resume, professional biography, account, Facebook account, cover letters for job applications, etc. Contact us if you would like specialized sized images of the designation logo to place on your personal or social media website pages.

3) Question: Will becoming certified really help me in my career?

Answer: We live in a knowledge-based economy. Our programs are geared toward very specific fields and skill sets to help you gain specialized knowledge within areas most critical to your success. Completing a certification program allows you to show others on your resume and bio that you are more well-trained and credible than other professionals in the industry. A recent study by Gartner also showed that certification programs increased compensation by 5-11% on average, and can boost your income by as much as 30-40% annually. When an employer or potential client is choosing between you and someone with very similar work experience and education, being certified is one more thing that will make you stand out from the crowd.

Master’s Certificate Program: To further your specialized knowledge and explore how you can use this certification towards completing a Master’s Certificate here on our platform please click here.

Join 265 Others Today: Over 265 professionals have enrolled in the QFOP, and 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 date, not a single person has refunded after joining.  To get started, please use the form below. If you have any questions, please email us at You can also complete our Fax/Email registration form to pay by credit card. You can download that here: Fax/Email Registration Form.

Installment Plan Option: We want to make the QFOP program attainable for everybody, so we have created an installment plan option for the training program. For $150 down today, and monthly payments of $157.50 for 6 months, you can start your training today. To take advantage of the installment plan option, please click here: QFOP Payment Plan

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  • Tags: Family Office Training, Enterprise Training for Family Offices, Single Family Office Training, Multi-Family Office Training, Family Office Best Practices, Qualified Family Office Professional, QFOP