Log in
Choose your language

Wealth Manager Course

Wealth Manager Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course