Get Certified with the Prestigious Virtual Family Office (VFO) Professional Designation
VFO Hub Members have access to the Virtual Family Office Academy via live and recorded educational modules which can be accessed 24/7/365.
Supercharge your continuing education by learning the following concepts from leading experts, thought leaders, and Best-in-Class Resources™:
- VFO Best Practices
- Innovative Communication and Marketing Strategies
- Advanced Tax Mitigation Concepts
- Advanced Cost Mitigation Strategies
- Exclusive Family Office Client Opportunities
Earn CPE credits for each educational module you complete.
After completing 20 Hours of VFO education and successfully passing the Virtual Family Office Professional Certification Exam with at least a 75% score, you will earn the prestigious Virtual Family Office (VFO) Professional Certification.
20+ Hours of Live Education and Recorded Modules from VFO Academy Thought Leaders / Specialists / Professors.
Here are just a few of them:
VFO Best Practices
Working & Winning with the Ultra Affluent
Revolutionary, Proprietary Marketing Solution for VFOs
Advanced Captive Strategies
Advanced ESOP Concepts
Advanced Cost Mitigation Strategies (9 Unique Areas)
“Indirect Tax” Mitigation Concepts
Advanced Qualified Plan Repositioning Concepts
Unique Real Estate Development Partnerships
Advanced Asset Protection and Tax Mitigation Concepts
Advanced Charitable Planning Concepts
Advanced Business Valuation Concepts
Advanced Planning Strategies Utilizing Leverage
Strategic Outsourcing Solutions for VFOs and CPAs
Sales Moneyball - Using Data to Help You and Your Clients Grow Revenue
Advanced Cost Segregation Strategies