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Wealth Manager Course

Wealth Manager Course
flexible workload from 4 to 360h
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 detailed net worth and cash flow models, develop retirement and education funding plans, handle risk and insurance, improve estate and tax approaches, and formulate simple implementation guides and client communication strategies that you can use right away in actual client interactions.

Elevify advantages

Develop skills

  • Advanced wealth modelling: quickly build retirement, tax, and university projections for high-net-worth clients.
  • 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 strategy: 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be selected.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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