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.What our students say
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