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:
Alex Sonkin
VFO Best Practices
Richard Muscio
VFO Logistics
Carl Sheeler
Working & Winning with the Ultra Affluent
Paul McManus
Revolutionary, Proprietary Marketing Solution for VFOs
Wesley Sierk
Advanced Captive Strategies
Roy Farmer
Advanced ESOP Concepts
Kirk Conole
Advanced Cost Mitigation Strategies (9 Unique Areas)
Jim Alley
“Indirect Tax” Mitigation Concepts
Phil Spalding
Advanced Qualified Plan Repositioning Concepts
Herman Cardenas
Unique Real Estate Development Partnerships
Ray Olmo
Advanced Asset Protection and Tax Mitigation Concepts
Jamie Kalicki
Advanced Charitable Planning Concepts
Liz Briggson
Advanced Business Valuation Concepts
Michael Rothman
Advanced Planning Strategies Utilizing Leverage
Dev Purkayastha
Strategic Outsourcing Solutions for VFOs and CPAs
Shaun Alger
Sales Moneyball - Using Data to Help You and Your Clients Grow Revenue
Joel Grushkin
Advanced Cost Segregation Strategies