from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Wealth Manager Course provides a straightforward, hands-on set of tools to assist wealthy families with assurance. You will learn to create thorough net worth and cash flow models, develop retirement and education funding strategies, handle risk and insurance, improve estate and tax approaches, and formulate simple action plans and client communication strategies that you can use right away in actual client interactions.
Elevify advantages
Develop skills
- Advanced wealth modeling: quickly create retirement, tax, and college forecasts for high-net-worth clients.
- Estate and tax design: develop trusts, gifting strategies, and business succession options.
- Risk and insurance planning: determine coverage amounts, safeguard assets, and minimize liability.
- HNW portfolio strategy: create investment allocations, decrease concentration risks, and lower taxes.
- Client roadmap skills: convert intricate family objectives into straightforward 12–24 month steps.
Suggested summary
Before starting, you can change the chapters and 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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