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Wealth Manager Course

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

What will I learn?

The Wealth Manager Course provides a concise, practical toolkit to serve high-net-worth families with confidence. Learn to build detailed net worth and cash flow models, design retirement and education funding plans, manage risk and insurance, optimize estate and tax strategies, and create clear implementation roadmaps and client communication plans you can apply immediately in real-world relationships.

Elevify advantages

Develop skills

  • Advanced wealth modeling: build HNW retirement, tax, and college projections fast.
  • Estate and tax design: craft trusts, gifting plans, and business succession paths.
  • Risk and insurance planning: size coverage, protect assets, and limit liability.
  • HNW portfolio strategy: design allocations, reduce concentration, and cut taxes.
  • Client roadmap skills: turn complex family goals into clear 12–24 month actions.

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

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