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Wealth Management Course

Wealth Management Course
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.
Workload: between 4 and 360 hours

What our students are saying

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

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