Private Wealth & Family Office Association - Swiss Certified

27/10/2026

We’re proud to announce that our course Practical Approach to Family Office Operations & Wealth Services – 2026 Edition is now CPD Certified.

Designed for professionals working in—or transitioning into—private wealth, family office, finance and advisory services, this comprehensive online programme provides a practical, end-to-end understanding of family office operations.

What participants can expect:

✓ 12 comprehensive online modules

✓ Practical and project-based learning

✓ Flexible, self-paced online access

✓ A structured framework covering the complete private wealth and family office process

✓ 35 hours of CPD-certified learning

✓ A digital certificate upon successful completion

Develop practical expertise while building your continuing professional development record.

Enrolment is now open.

Practical Approach to Family Office Operations & Wealth Services – 2026 Edition (CPD Certified)

https://www.pwfo.org/offers/hzLfZakt/checkout

For Mauritian Citizens please contact us for special offers on [email protected]

27/10/2026

Consider that the wealth of your client has a purpose.

https://www.pwfo.org/blog/wealth-should-remain-connected-to-the-client-s-real-needs-objectives-and-priorities

12/10/2026

Read why managing wealth responsibly is not only about achieving returns.

28/09/2026

Because wealth today is rarely managed by one person or held in one place.

01/09/2026

Can you protect wealth without seeing clearly what you own, where it is, how it is performing, and what risks surround it?

Because you cannot properly protect wealth unless you can clearly see what you own, where it is, how it is performing, and what risks surround it.

28/08/2026

A milestone worth marking: PWFO is now a CPD Member of The CPD Certification Service (Membership No. 50078).

It's a small line on a certificate, but it reflects something bigger.

19/08/2026

Read why wealth is not only about what you achieve today.

Because wealth is not only about what you achieve today. True WealthCare considers how that wealth will be protected, managed, and passed forward tomorrow.

11/08/2026

Read because important financial decisions should not depend on instinct alone.

Confidence comes from knowing that decisions are supported by proper information, structure, and oversight.

https://www.pwfo.org/blog/the-difficulty-is-not-simply-making-decisions-it-is-making-them-with-confidence-24

07/08/2026

Clients do not trust titles, promises, or marketing alone. So what do they trust

Because clients do not trust titles, promises, or marketing alone. They trust professionals whose behaviour proves that the client comes first.

04/08/2026

Read what is as important as good decisions!



https://www.pwfo.org/blog/financial-success-is-rarely-the-result-of-one-brilliant-decision