Wealth Manager Course
The Wealth Manager Course prepares finance professionals to effectively serve high-net-worth families through sophisticated planning techniques, tax-efficient investment approaches, comprehensive risk management, retirement and education funding solutions, estate planning strategies, and practical roadmaps for achieving tangible client outcomes in real-world scenarios.

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.What our students say
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