Advanced Wealth Management Course
This course equips you with advanced skills in wealth management for families across generations. You will learn to identify risks, develop strategic asset allocations, create tax-efficient structures, and establish strong governance frameworks to ensure sustainable investment results over the long haul.

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.What our students say
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