from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Wealth Manager Course provides a straightforward, hands-on set of tools to assist wealthy families with assurance. You will learn to create thorough net worth and cash flow assessments, formulate retirement and schooling support strategies, handle risks and insurance needs, improve inheritance and tax approaches, and develop simple action guides and family discussion plans that you can use right away in actual dealings.
Elevify advantages
Develop skills
- Advanced wealth modeling: quickly construct projections for wealthy retirement, taxes, and university funding.
- Estate and tax design: develop trusts, gift arrangements, and business handover routes.
- Risk and insurance planning: determine coverage amounts, safeguard possessions, and minimise legal exposures.
- HNW portfolio strategy: formulate investment distributions, lessen focused holdings, and lower tax burdens.
- Client roadmap skills: convert intricate family objectives into straightforward 12–24 month steps.
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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