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Advanced Wealth Management Course

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

What will I learn?

This course equips you with hands-on techniques to evaluate family wealth dynamics, pinpoint succession and liquidity challenges, and craft enduring multi-generational plans. Master strategic asset allocation, optimal structures and investment vehicles, tax and cashflow optimisation, plus rigorous governance, oversight, and portfolio rebalancing in a focused, results-driven approach.

Elevify advantages

Develop skills

  • Family wealth assessment: swiftly identify succession, liquidity, and tax vulnerabilities.
  • Strategic portfolio design: create diversified multi-asset strategies for long-term horizons exceeding 20 years.
  • Tax-optimised structures: utilise trusts, holding entities, and international planning methods.
  • Risk management and governance: establish boundaries, monitoring tools, and family governance protocols.
  • Investment execution: choose ETFs, bonds, alternative assets, and currency hedging instruments.

Suggested summary

Before starting, you can change the chapters and the 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

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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