Wealth Advisor Training
Gain expertise in managing high-net-worth clients through asset allocation, tax-efficient investing, retirement income strategies, estate and philanthropy planning, risk management, and portfolio oversight to provide sophisticated advice in real-world scenarios. This course equips advisors with tools for long-term portfolio building, risk control, liquidity management, and goal-based tax-aware plans, including retirement frameworks, estate basics, philanthropy, and business succession for comprehensive client guidance.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Acquire practical skills to confidently advise complex high-net-worth US households. Master building long-term strategic portfolios, managing risks and liquidity, creating tax-efficient goal-based plans, retirement income strategies, estate and philanthropy fundamentals, business succession planning, and ongoing disciplined monitoring for clear, holistic advice to affluent couples.
Elevify advantages
Develop skills
- Profile high-net-worth clients by mapping complex balance sheets, risks, and multi-goal timelines.
- Design strategic portfolios for high-net-worth clients spanning 10+ years across various assets and alternatives.
- Implement tax-smart strategies including transitions, asset location, and loss harvesting.
- Develop integrated wealth plans covering retirement, estate, and philanthropy with tax awareness.
- Plan for risk and protection to control drawdowns, insure assets, and shield client wealth.
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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