Log in
Choose your language

Advanced Wealth Management Course

Advanced Wealth Management Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

This course equips you with hands-on tools to evaluate family wealth, identify succession and liquidity risks, and create strong multi-generational plans. You will master designing asset allocations, choosing optimal structures, enhancing tax and cash flow efficiency, and applying solid governance, monitoring, and rebalancing techniques in a focused, impactful way.

Elevify advantages

Develop skills

  • Family wealth assessment: swiftly evaluate succession, liquidity, and tax challenges.
  • Strategic portfolio design: develop diversified assets for long-term 20+ year goals.
  • Tax optimisation techniques: utilise trusts, holding entities, and international strategies.
  • Risk management and governance: establish boundaries, monitoring tools, and family protocols.
  • Investment execution: choose ETFs, bonds, alternatives, and currency protection measures.

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