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Advanced Wealth Management Course

Advanced Wealth Management Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

The Advanced Wealth Management Course provides practical tools to diagnose family wealth, assess succession and liquidity risks, and develop resilient multi-generational strategies. Participants learn to design strategic asset allocations, select efficient structures and vehicles, optimize tax and cashflow outcomes, and implement 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Correctional System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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