VFO Academy™

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Get Certified with the Prestigious Virtual Family Office (VFO) Professional Designation

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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:

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Alex Sonkin

VFO Best Practices

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Richard Muscio

VFO Logistics

Carl-Sheeler

Carl Sheeler

Working & Winning with the Ultra Affluent

PaulMcMannus

Paul McManus

Revolutionary, Proprietary Marketing Solution for VFOs

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Wesley Sierk

Advanced Captive Strategies

roy-farmer

Roy Farmer

Advanced ESOP Concepts

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Kirk Conole

Advanced Cost Mitigation Strategies (9 Unique Areas)

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Jim Alley

“Indirect Tax” Mitigation Concepts

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Phil Spalding

Advanced Qualified Plan Repositioning Concepts

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Herman Cardenas

Unique Real Estate Development Partnerships

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Ray Olmo

Advanced Asset Protection and Tax Mitigation Concepts

jamie-kalicki

Jamie Kalicki

Advanced Charitable Planning Concepts

liz-briggson

Liz Briggson

Advanced Business Valuation Concepts

Michael-Rothman

Michael Rothman

Advanced Planning Strategies Utilizing Leverage

Dev-Purkayastha

Dev Purkayastha

Strategic Outsourcing Solutions for VFOs and CPAs

shaun-alger

Shaun Alger

Sales Moneyball - Using Data to Help You and Your Clients Grow Revenue

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Joel Grushkin

Advanced Cost Segregation Strategies