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Wealth Manager Course

Wealth Manager Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

The Wealth Manager Course delivers a practical toolkit for confidently managing high-net-worth families. Master building detailed net worth and cash flow models, crafting retirement and education funding plans, handling risk and insurance needs, refining estate and tax strategies, and developing actionable implementation roadmaps along with effective client communication plans for immediate real-world application.

Elevify advantages

Develop skills

  • Advanced wealth modelling: build HNW retirement, tax, and college projections quickly.
  • Estate and tax planning: create trusts, gifting strategies, and business succession plans.
  • Risk and insurance management: determine coverage needs, safeguard assets, and minimise liabilities.
  • HNW portfolio strategies: develop allocations, reduce concentration risks, and optimise taxes.
  • Client roadmap development: convert complex family objectives into clear 12-24 month action plans.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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