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Advanced Wealth Management Course

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

What will I learn?

Gain practical skills in the Advanced Wealth Management Course to analyse family wealth, evaluate succession and liquidity risks, and create enduring multi-generational plans. Master designing asset allocations, choosing optimal structures, enhancing tax and cash flow efficiency, and applying governance, monitoring, and rebalancing techniques in a focused, impactful way.

Elevify advantages

Develop skills

  • Family wealth assessment: evaluate succession, liquidity, and tax risks swiftly.
  • Strategic portfolio design: create multi-asset allocations for long-term horizons.
  • Tax-efficient planning: use trusts, holdings, and international structures.
  • Risk management and governance: set limits, dashboards, and family rules.
  • Investment execution: choose ETFs, bonds, private assets, and currency hedges.

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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