CFOA Exam Information and Outline
Certified Family Office & Family Business Advisor
Syllabus Update Checked on: October 30, 2026
CFOA Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official CFOA exam objectives. This course outline serves as your roadmap.
The information below reflects the 2026 syllabus defined by
AIWMI.
Below are complete topics detail with latest syllabus and course outline, that will help you good knowledge about exam objectives and topics that you have to prepare. These contents are covered in questions and answers pool of exam.
- Exam Format
- Online multiple-choice and case-based examination
- Family Business Dynamics
- Family, business and ownership systems
- Conflict management and communication
- Family Governance and Constitutions
- Succession Planning
- Leadership and ownership succession
- Family Office Setup and Operations
- Wealth Structuring, Trusts and Estate Planning
- Investment Advisory for Families
- Business Strategy and Professionalising the Family Business
- Philanthropy and Legacy Planning
- Legal, Tax and Ethical Considerations