Wealth Advisor Training
Master high-net-worth wealth management through expertise in asset allocation, tax-efficient investing, retirement income strategies, estate and philanthropy planning, risk management, and portfolio oversight. Deliver sophisticated, practical advice to elite clients, ensuring comprehensive guidance tailored to their complex needs across multiple goals and timelines.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Wealth Adviser Training equips you with practical tools to confidently serve complex Kiwi households. Gain skills to construct strategic long-term portfolios, handle risk and liquidity, and create tax-efficient, goal-focused plans. Master retirement income strategies, estate and philanthropy essentials, business succession ideas, and ongoing monitoring to provide clear, holistic advice to high-net-worth couples.
Elevify advantages
Develop skills
- HNW client profiling: map intricate balance sheets, risks, and multi-goal timelines.
- Strategic portfolio design: construct 10+ year HNW portfolios spanning assets and alternatives.
- Tax-smart implementation: manage transitions, asset location, and loss harvesting.
- Retirement, estate, and philanthropy: develop integrated, tax-aware wealth strategies.
- Risk and protection planning: mitigate drawdowns, insure assets, and safeguard client wealth.
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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