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Qualified Family Office Advisor (QFOA) Certificate

Qualified Family Office Advisor (QFOA) Certificate Course

September 2026 2nd Intake - Now Open for Enrollment: Enroll now 

迎合全球家族辦公室的蓬勃發展，本課程旨在為金融及專業服務人士提供全方位的實戰知識與專業認證，助您抓緊龐大機遇。

To meet the booming global demand for family offices, this comprehensive course equips finance and professional services practitioners with practical expertise and professional credentials to capture immense market opportunities.


2026年3月份 1st Intake - 逾50人成功畢業 考取專業QFOA認證資格
1st Intake March 2026: Over 50 graduates successfully obtained their professional
QFOA Certification.

 課程亮點 ｜ Course Highlights

  • 專業資歷認證：完成課程及考核後可獲得認可資格，顯著提升個人專業競爭力與市場信譽。

    • Professional Credentialing: Earn a recognized qualification upon completion to significantly enhance your competitive edge and market credibility.

  • 全方位實戰內容：涵蓋家族辦公室設立、資產配置、財富傳承、稅務規劃及管治架構。

    • Comprehensive Practical Content: Covers family office establishment, asset allocation, wealth succession, tax planning, and governance structures.

  • 頂尖師資與人脈：由業界資深專家親授，並匯聚高端金融及財富管理精英網絡。

    • Elite Faculty & Networking: Learn directly from seasoned industry experts while connecting with top-tier professionals in wealth management.


課程詳情 ｜ Course Details

開課日期
Course Date		 2026年9月10 - 12日
10 - 12 September 2026
上課地點
Venue		 實體課請親臨本會上課: 
香港銅鑼灣駱克道 463-483號 銅鑼灣廣場二期13樓
13/F, Causeway Bay Plaza 2, 463-483 Lockhart Rd, Causeway Bay
授課形式
Format		 面授 及 網上學習平台支援
In-person & Supported by Online Learning Platform
課程費用
Cours Fee		 HKD 10,000 (IFPHK Member 會員) 、HKD 11,000 (non-IFPHK Member 非會員) 
不包括考試費 Examination Fee is not included: HKD1,000
適用對象
Audience		 銀行家、財富管理顧問、會計師、律師及有意投身家族辦公室行業之專業人士
Bankers, wealth advisors, accountants, lawyers, and professionals aspiring to enter the family office sector
考試日期
Examination		 2026年9月28日
28 September 2026





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