from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Wealth Manager Course provides a straightforward, hands-on toolkit to assist high-net-worth families with assurance. You will learn to create detailed net worth and cash flow models, develop retirement and education funding plans, handle risk and insurance, improve estate and tax strategies, and put together clear implementation roadmaps and client communication plans that you can use right away in actual client relationships.
Elevify advantages
Develop skills
- Advanced wealth modelling: quickly build projections for high-net-worth retirement, tax, and university funding.
- Estate and tax planning: develop trusts, gifting arrangements, and business handover strategies.
- Risk and insurance management: determine coverage amounts, safeguard assets, and minimise liabilities.
- High-net-worth investment approach: create portfolio distributions, lessen concentration risks, and lower taxes.
- Client action planning: 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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