Chartered Wealth Management Course
The Chartered Wealth Management Course equips financial professionals with the advanced knowledge to serve high-net-worth clients across every dimension of their financial lives. From portfolio construction and tax planning to estate strategy and behavioural finance, this programme covers the full spectrum of modern wealth management. Earn the expertise and credibility that distinguish a trusted chartered adviser.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course covers the complete wealth management process, from client profiling and financial planning fundamentals to investment theory, portfolio construction, and performance measurement. You will master tax-efficient strategies, estate planning tools, and retirement income frameworks designed for high-net-worth clients. Supplementary modules address behavioural finance, digital advisory tools, client communication, and business development. You will also develop the ethical foundation and professional standards required of a chartered wealth manager. By the end, you will be equipped to deliver integrated, sophisticated wealth plans for complex client situations.
Elevify advantages
Develop skills
- Wealth Transfer Planning: Design estate plans using trusts, gifting strategies, and succession structures.
- Portfolio Construction: Build and stress-test client portfolios using modern portfolio theory and asset allocation.
- Tax Efficiency Optimisation: Apply capital gains, asset location, and tax-loss harvesting strategies for clients.
- Retirement Income Planning: Develop decumulation strategies that address longevity, inflation, and sequence-of-returns risk.
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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I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

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