Wealth Advisor Training
Gain expertise in managing wealth for high-net-worth individuals through skills in asset allocation, tax-efficient investing, retirement income strategies, estate and philanthropy planning, risk management, and portfolio oversight to provide sophisticated advice to elite clients.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This Wealth Advisor Training equips you with practical tools to confidently serve complex high-net-worth US households. You will learn to construct strategic long-term portfolios, handle risk and liquidity, and create tax-efficient, goal-oriented plans. Additionally, master frameworks for retirement income, basics of estate and philanthropy, business succession ideas, and ongoing monitoring to offer clear, all-encompassing advice to wealthy couples.
Elevify advantages
Develop skills
- Profile high-net-worth clients by mapping complex balance sheets, risks, and multi-goal timelines.
- Design strategic portfolios for high-net-worth clients spanning 10+ years across various assets and alternatives.
- Implement tax-smart strategies including transitions, asset location, and loss harvesting.
- Develop integrated wealth plans covering retirement, estate, and philanthropy with tax awareness.
- Plan for risk and protection to control drawdowns, insure assets, and safeguard client wealth.
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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