QFOP Exam Information and Outline
Qualified Family Office Professional
Syllabus Update Checked on: October 30, 2026
QFOP Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official QFOP 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 Office Fundamentals
- Single vs. multi-family offices; structures and services
- Family Governance
- Family constitutions, councils and decision-making
- Wealth Structuring
- Trusts, foundations and holding structures
- Cross-border considerations and tax planning
- Investment Management for Families
- Investment policy, asset allocation and manager selection
- Direct investments and alternatives
- Succession and Estate Planning
- Philanthropy and Impact Investing
- Risk Management, Reporting and Operations
- Regulation, Compliance and Ethics