from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Wealth Manager Course provides a straightforward, hands-on set of tools to assist wealthy families with assurance. You will learn to create thorough net worth and cash flow models, develop retirement and education funding strategies, handle risk and insurance, improve estate and tax approaches, and formulate simple implementation guides and client communication strategies that you can use right away in actual client interactions.
Elevify advantages
Develop skills
- Advanced wealth modelling: quickly create projections for retirement, tax, and university for high-net-worth clients.
- Estate and tax planning: develop trusts, gifting arrangements, and business handover strategies.
- Risk and insurance management: determine coverage amounts, safeguard assets, and minimise liabilities.
- High-net-worth investment approach: create portfolio distributions, lessen concentration risks, and lower taxes.
- Client action planning: convert intricate family objectives into straightforward 12–24 month steps.
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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