Wealth Advisor Training
Gain expertise in managing high-net-worth wealth through asset allocation, tax-efficient investing, retirement income strategies, estate and philanthropy planning, risk management, and portfolio oversight to provide sophisticated advice to elite clients. This course equips you with practical skills for building long-term portfolios, handling taxes, and delivering comprehensive guidance to complex US households.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This training provides practical tools for confidently serving complex high-net-worth US households. You will learn to construct strategic long-term portfolios, manage risks and liquidity, create tax-aware goal-based plans, master retirement income strategies, understand estate and philanthropy fundamentals, grasp business succession ideas, and apply disciplined monitoring for clear, holistic advice to affluent couples.
Elevify advantages
Develop skills
- Profile high-net-worth clients by mapping complex balance sheets, risks, and multi-goal timelines.
- Design strategic portfolios for high-net-worth clients spanning 10+ years across various assets and alternatives.
- Implement tax-smart strategies including transitions, asset location, and loss harvesting.
- Develop integrated wealth plans covering retirement, estate, and philanthropy with tax awareness.
- Plan for risk and protection to control drawdowns, insure assets, and shield client wealth.
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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