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 objectives, outline time frames, and convert preferences into straightforward risk goals. You will gain knowledge on strategic asset allocation, portfolio building, and diversification, along with downside protection, rebalancing, and glidepath planning. The course also addresses retirement and education funding strategies, tax-sensitive planning, and efficient, compliant client interactions and evaluations.
Elevify advantages
Develop skills
- Client goal modelling: transform intricate financial situations into clear, prioritised objectives.
- Strategic asset allocation: create multi-bucket portfolios tailored to actual client needs.
- Risk and downside management: implement diversification, hedging, and systematic rebalancing.
- Retirement and education planning: simulate funding requirements, taxes, and cash flows efficiently.
- Professional client reporting: communicate performance, fees, and strategies in simple terms.
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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