Wealth Advisor Training
This course equips you with essential skills for managing high-net-worth clients, covering asset allocation, tax-efficient investing, retirement income strategies, estate and philanthropy planning, risk management, and portfolio oversight to provide expert advice in real-world scenarios. Gain confidence in serving complex US households through practical tools for long-term portfolio building, risk and liquidity management, and tailored tax-aware plans that address retirement, estate, philanthropy, and business succession needs.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical skills to confidently advise complex high-net-worth US households. Master building long-term strategic portfolios, managing risks and liquidity, and creating tax-efficient, goal-based plans. Learn retirement income strategies, estate and philanthropy fundamentals, business succession planning, and ongoing monitoring for comprehensive client guidance.
Elevify advantages
Develop skills
- Profile high-net-worth clients by mapping complex balance sheets, risks, and multi-goal timelines.
- Design strategic portfolios for high-net-worth clients spanning 10+ years across various assets and alternatives.
- Implement tax-smart strategies including transitions, asset location, and loss harvesting.
- Develop integrated wealth plans covering retirement, estate, and philanthropy with tax awareness.
- Plan for risk and protection to control drawdowns, insure assets, and shield client wealth.
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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