from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Wealth Manager Course provides a straightforward, hands-on set of tools to assist wealthy families with assurance. You will learn to construct comprehensive net worth and cash flow analyses, formulate retirement and education savings strategies, handle risk and insurance needs, refine estate and tax approaches, and develop straightforward action plans and client engagement strategies that you can use right away in actual client interactions.
Elevify advantages
Develop skills
- Advanced wealth modelling: quickly create retirement, tax, and university funding forecasts for high-net-worth clients.
- Estate and tax planning: develop trusts, gift arrangements, and business handover strategies.
- Risk and insurance management: determine appropriate coverage levels, safeguard assets, and minimise liabilities.
- High-net-worth investment approach: formulate asset distributions, lessen concentration risks, and lower tax burdens.
- Client action planning: convert intricate family objectives into straightforward 12–24 month steps.
Suggested summary
Before starting, you can change the chapters and 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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