Advanced Wealth Management Course
Master advanced wealth management for multi-generational families. Learn to assess risk, build strategic asset allocations, optimise tax-efficient structures, and design robust governance to deliver resilient, long-term investment outcomes for enduring family prosperity.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Advanced Wealth Management Course equips you with practical tools to diagnose family wealth, evaluate succession and liquidity risks, and craft resilient multi-generational strategies. You will master designing strategic asset allocations, choosing efficient structures and vehicles, optimising tax and cashflow results, and applying disciplined governance, monitoring, and rebalancing in a concise, high-impact format.
Elevify advantages
Develop skills
- Family wealth diagnosis: quickly assess succession, liquidity, and tax risks.
- Strategic allocation design: build multi-asset portfolios for 20+ year horizons.
- Tax-efficient structuring: apply trusts, holdings, and cross-border planning.
- Risk and governance setup: define limits, dashboards, and family decision rules.
- Investment implementation: select ETFs, bonds, private assets, and FX hedges.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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