from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Wealth Management Course provides practical tools to evaluate client objectives, outline time frames, and convert preferences into defined risk levels. You will gain knowledge in strategic asset allocation, portfolio building, and diversification, along with downside protection, rebalancing, and glidepath planning. The course further addresses retirement and education funding approaches, tax-sensitive planning, and efficient, compliant client interactions and evaluations.
Elevify advantages
Develop skills
- Client goal modelling: transform intricate financial situations into straightforward, prioritised objectives.
- Strategic asset allocation: create multi-bucket portfolios tailored to actual client needs.
- Risk and downside management: utilise diversification, hedging, and systematic rebalancing.
- Retirement and education planning: simulate funding requirements, taxes, and cash flows efficiently.
- Professional client reporting: describe performance, fees, and strategies in simple terms.
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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