from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Wealth Management Course provides practical tools to evaluate client goals, outline time horizons, and convert preferences into defined risk targets. You will gain knowledge in strategic asset allocation, portfolio building, and diversification, along with downside protection, rebalancing, and glidepath design. The course further addresses retirement and education funding models, tax-aware planning, and effective, compliant client communication and reviews.
Elevify advantages
Develop skills
- Client goal modeling: turn complex financial lives into clear, ranked targets.
- Strategic asset allocation: design multi-bucket portfolios for real client goals.
- Risk and downside control: apply diversification, hedging, and disciplined rebalancing.
- Retirement and education planning: model funding needs, taxes, and cash flows fast.
- Professional client reporting: explain performance, fees, and plans in plain language.
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 are saying
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