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Advanced Wealth Management Course

Advanced Wealth Management Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This Advanced Wealth Management Course equips participants with essential practical tools to analyse family wealth dynamics, identify succession and liquidity challenges, and formulate durable multi-generational wealth strategies. Participants will master designing optimal asset allocations, choosing effective investment vehicles and structures, enhancing tax and cashflow efficiency, and applying rigorous governance, ongoing monitoring, and portfolio rebalancing techniques in a focused, impactful learning experience.

Elevify advantages

Develop skills

  • Family wealth assessment: evaluate succession, liquidity, and tax risks swiftly.
  • Strategic portfolio design: create multi-asset allocations for long-term horizons.
  • Tax-efficient planning: utilise trusts, holdings, and international structures.
  • Governance and risk management: establish limits, monitoring, and family rules.
  • Investment execution: choose ETFs, bonds, private assets, and currency hedges.

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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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