Private Wealth Management Course
Master private wealth management for high-net-worth clients through this course. Gain expertise in tax-efficient investing, estate and philanthropic planning, risk management, and portfolio construction. Deliver confident, data-driven advice to safeguard multi-generational wealth effectively and sustainably.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Private Wealth Management Course equips you with practical tools to analyse complex client profiles, set clear objectives, and craft robust long-term strategies. Master asset allocation, concentration management, tax-efficient investing, estate and philanthropic planning, risk monitoring, and stress playbooks to confidently build sustainable, goals-based portfolios for high-net-worth households with efficiency.
Elevify advantages
Develop skills
- Advanced client profiling: convert complex HNW goals into clear, ranked mandates.
- Strategic asset allocation: create diversified, tax-aware HNW portfolios quickly.
- Concentration and liquidity planning: handle private shares and exit timing.
- Tax and estate integration: align trusts, gifting, and portfolios for US clients.
- Risk monitoring playbooks: develop stress tests, triggers, and downturn responses.
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.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course