Chartered Wealth Manager Course

What will I learn?
You will master the complete wealth management advisory process, from client segmentation and financial planning fundamentals to sophisticated investment theory and portfolio construction. The course covers tax-efficient strategies for high-income individuals, business owners, and globally mobile clients, as well as estate planning tools including trusts, gifting, and charitable structures. You will develop retirement accumulation and decumulation plans that address longevity, inflation, and sequence risk. Advanced modules address concentrated position management, liquidity event planning, and family governance for ultra-high-net-worth households. You will also build the behavioural finance and client communication skills that define exceptional advisers.
Elevify advantages
Develop skills
- Client Portfolio Construction: Build and manage diversified portfolios aligned to each client's investment policy statement.
- Tax-Efficient Wealth Planning: Design strategies that minimise tax liability across income, capital gains, and wealth transfer.
- Estate and Succession Structuring: Create multi-generational transfer plans using trusts, gifting strategies, and business succession tools.
- Behavioural Client Advisory: Identify investor biases and apply communication techniques that protect client decision-making outcomes.
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 workloadWhat our students say
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