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CPD finance online courses e-Learning CPD for accountants

Online management, finance and business courses to suit your learning needs, budget and schedule. As well as the merit of their content, courses can count as structured & verified, CPE / CPD for accountants.

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Business Finance CPD Online Course Description

Private Wealth Management - UltraHNWIs Family Offices

On completion of this tutorial, you will be able to:

  • Recognize the characteristics of UHNW clients and their families
  • Identify the key wealth management needs and objectives of UHNW clients and how wealth management firms can tailor offerings to meet these requirements
  • Distinguish between the different types of family office, identify the reasons why family offices are founded, and list the functions and services they provide

Tutorial Overview
Ultra-high net worth individuals (Ultra-HNWIs or UHNWIs), those with at least USD 30 million in net investable assets, account for a significant amount of the HNW population. UHNWIs have needs and expectations that differ from those of mass affluent and lower high net worth investors. This tutorial looks more closely at UHNW clients, their families, and their related wealth management arm – the family office.

Prerequisite Knowledge
Private Wealth Management – Clients

Tutorial Level: Introductory
Tutorial Duration: 75 minutes

Registration Information

This short online course can be purchased individually or as part of the following discount scheme(s).


Once purchased, you will have access to this course for 365 Days.

Cost: 40.00   VAT*   Add to cart

Duration: 1.25 hours CPD units: 1.25



Payment Options : Paypal
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Services : Resources | e-Learning Consulting | Outsourcing | e-Learning Services
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