Log in
Choose your language

Private Wealth Management Course

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

What will I learn?

The Private Wealth Management Course provides practical tools to analyse complex client profiles, set clear objectives, and design robust long-term strategies. Learn asset allocation, concentration management, tax-efficient investing, estate and philanthropic planning, risk monitoring, and stress playbooks so you can build sustainable, goals-based portfolios for high-net-worth households with confidence and efficiency.

Elevify advantages

Develop skills

  • Advanced client profiling: turn complex HNW goals into clear, ranked mandates.
  • Strategic asset allocation: design diversified, tax-aware HNW portfolios fast.
  • Concentration and liquidity planning: manage private shares and exit timing.
  • Tax and estate integration: align trusts, gifting, and portfolios for US clients.
  • Risk monitoring playbooks: build stress tests, triggers, and downturn responses.

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 of the Prison 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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course