Advanced Wealth Management Course
Master advanced wealth management for multi-generational families. Learn to assess risk, build strategic asset allocations, optimise tax-efficient structures, and design robust governance to deliver resilient, long-term investment outcomes for families.

flexible workload of 4 to 360h
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 create resilient multi-generational strategies. You will learn to design 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 format.
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 workloadWhat our students say
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I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.

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The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

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