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Become a
Chartered Family Office Manager (CFOM®)

Join an exclusive network of finance professionals and learn how to manage family offices, alternative investments, and succession planning for high-net-worth clients.

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About the CFOM® Training

The Chartered Family Office Manager (CFOM®) program is designed to help finance professionals gain the specialized skills needed to manage and advise high-net-worth families. As India's wealth landscape grows, there is a rising demand for experts who can handle family office operations, alternative investments, and legacy planning.

This course follows global best practices, ensuring you stay ahead in the wealth management industry.

What is a Family Office?

A Family Office is a private financial management firm that handles investment planning, taxation, and succession strategies for ultra-high-net-worth individuals (UHNIs). This field is rapidly growing in India and offers lucrative career opportunities.

Training Modules

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Industry-Relevant Curriculum – Learn the latest in family office management, alternative investments, and estate planning.

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Expert-Led Training – Gain insights from industry leaders and experienced professionals.

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Globally Recognized Certification – Stand out with a certification that is valued worldwide.

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Flexible Learning – Attend live classes or watch recorded sessions at your convenience.

Why Focus on This Sector?
The Booming Growth of Family Offices in India

The number of Family Offices in India has grown from 45 in 2018 to nearly 300 in 2024, managing over $30 billion in assets.

Alternative Investment Funds (AIFs) have grown at a 27% CAGR over the past five years and are expected to reach $2 trillion by 2034.

Why This Matters for Finance Professionals?

Clients are moving beyond traditional investments – they need specialized expertise in family offices, private wealth, and alternative funds.

India’s financial policies and tax regulations are evolving, making this field an essential skill for wealth managers, financial advisors, and investment professionals.

What You’ll Learn

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Family Office Structures

Learn how to set up and manage family offices tailored to high-net-worth clients.

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Portfolio Management Services (PMS)

Master risk and return strategies for customized investment portfolios.

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Alternative Investment Funds (AIFs)

Deep dive into Category I, II, and III investments and regulatory compliance.

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Estate & Succession Planning

Strategies for wealth transfer and intergenerational legacy planning.

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Legal & Tax Frameworks

Navigate India’s tax laws, SEBI regulations, and global compliance requirements.

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GIFT City & Offshore Investments

Learn how India’s financial hub (GIFT City) can help structure tax-efficient investment solutions.

Course Highlights

Comprehensive Modules covering all aspects of wealth management.

Real-World Case Studies for practical application of concepts.

Interactive Q&A Sessions with industry experts.

Certification – Earn the CFOM® designation upon completion.

📥 Download the Course Brochure

Training Modules

Module 1
Family Office Management – History, structures, and best practices.
Module 2
Portfolio Management Services (PMS) – Risk assessment and investment strategies.
Module 3
Alternative Investments (AIFs) – Understanding different fund categories and benefits.
Module 4
Estate & Succession Planning – Tools for wealth transfer and legal frameworks.
Module 5
Taxation & Legal Compliance – SEBI regulations and global tax strategies.
Module 6
Business Continuity & Family Governance – Creating long-term strategies for wealth preservation.
Module 7
GIFT City & Offshore Investment Strategies – Leveraging India’s financial hub for tax-efficient wealth management.
Module 8
Technology & Digital Transformation – How AI, blockchain, and fintech impact modern wealth management.
Duration: 6 months (Part-time, online) Mode: Online (Live & Recorded Sessions) Support: Mentorship, career guidance & networking with top industry professionals

Who Should Join CFOM®

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Wealth Managers

Expand your expertise in high-net-worth client services.

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Financial Advisors

Provide holistic financial solutions to UHNIs.

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Investment Professionals

Learn advanced alternative investment strategies.

Team Member star 4.5

Legal & Tax Consultants

Specialize in estate planning and regulatory compliance.

Take the next step in your career today!
Download Brochure Enroll Now

Why Choose Us

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Proven Expertise

Training finance professionals for over a decade.

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Industry Partnerships

Collaborations with top financial institutions & family offices.

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Global Recognition

Certification aligned with international standards.

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Ongoing Learning

Access updates & refresher courses post-certification.

India’s Growing Wealth Landscape

  • ✔️ $30 Billion – Assets managed by Indian family offices.
  • ✔️ 27% CAGR Growth – AIFs expanding at a rapid pace.
  • ✔️ $2 Trillion Market – Projected alternative investment market by 2034.

💡 Be the finance professional that HNIs & UHNIs trust!

Download the Brochure | Enroll Now
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Student Testimonials

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Priya Sharma

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Rajesh Mehra, Wealth Manager
Amit Patel

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Ananya Sharma, Financial Advisor
Rahul Verma

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“CFOM® gave me the skills to build my wealth management business and expand into family office consulting.”

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"With CFOM®, I successfully transitioned into advising HNIs on estate planning and tax-efficient structures.”

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"The training on alternative investments and regulatory frameworks helped me land a top role in a financial firm.”

FAQ

🔹 Q1: How does CFOM® compare to other finance certifications?
✔ CFOM® is focused specifically on family offices, PMS, AIFs, and succession planning—all in one program.
🔹 Q2: Is the certification internationally recognized?
✔ Yes! CFOM® is aligned with global financial standards and recognized by leading firms.
🔹 Q3: Can I complete the program while working full-time?
✔ Yes! The online format allows for flexible learning with recorded sessions.
🔹 Q4: What career opportunities does CFOM® offer?
✔ Wealth Manager, Family Office Consultant, Investment Advisor, Estate Planner, Private Banker.
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Limited Seats Available!

Join the most in-demand program for finance professionals

  • ✔️ Internationally Recognized Certification
  • ✔️ Taught by Finance Industry Experts
  • ✔️ Live & Self-Paced Learning
  • ✔️ Access to a Global Community of Finance Leaders

Seats Are Filling Fast – Secure Yours Today!

Know More About the CFOM Program

To learn more about the Alternate Investment Fund training program, fill in your details and download the brochure.

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  • 9355233599
  • 011-45120800
  • aafmtrainings@aafm.co.in
  • Plot No - 30, 3rd Floor, Grover Tower - 1, Main Najafgarh Road, Shivaji Marg, New Delhi - 110015

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