Advanced Wealth Management Course
Gain expertise in sophisticated wealth management tailored for multi-generational families. Develop skills to analyse risks thoroughly, construct strategic asset allocations, implement tax-efficient frameworks, and establish strong governance mechanisms to ensure sustainable, long-term investment success across generations.

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.What our students say
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