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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

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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