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Advanced Wealth Management Course

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

What will I learn?

This Advanced Wealth Management Course equips you with practical tools to diagnose family wealth, evaluate succession and liquidity risks, and develop resilient multi-generational strategies. You will learn to craft strategic asset allocations, choose efficient structures and vehicles, optimise tax and cashflow results, and apply disciplined governance, monitoring, and rebalancing in a concise, high-impact manner.

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

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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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