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Advanced Wealth Management Course

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

What will I learn?

The Advanced Wealth Management Course gives you practical tools to diagnose family wealth, assess succession and liquidity risks, and build resilient, multi-generational strategies. Learn to design strategic asset allocations, select efficient structures and vehicles, optimize tax and cashflow outcomes, and implement disciplined governance, monitoring, and rebalancing in a concise, high-impact format.

Elevify advantages

Develop skills

  • Family wealth diagnosis: quickly assess succession, liquidity, and tax risks.
  • Strategic allocation design: build multi-asset portfolios for 20+ year horizons.
  • Tax-efficient structuring: apply trusts, holdings, and cross-border planning.
  • Risk and governance setup: define limits, dashboards, and family decision rules.
  • Investment implementation: select ETFs, bonds, private assets, and FX hedges.

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
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 I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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