The Chartered Family Office Specialist (CFOS™) certification examination prepares applicants for this professional designation. The paramount goal of this certification is to enhance the knowledge base needed to successfully manage and operate a family office or any similar wealth management practice. Stamford Wealth Academy is pleased to provide this review course to prepare for the 4 hour examination.
In light of the current environment, the focus of the examination is not only on the essentials financial topics but on due diligence. It is the strong belief of the Stamford Wealth Academy that special emphasis must be placed on investor due diligence. Wealth managers and financial planners must be able to manage funds and advise clients of appropriate investments and risk management options.
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