Wealth Manager Course
The Wealth Manager Course equips finance professionals to serve high-net-worth families with advanced planning, tax-efficient investing, risk management, retirement and education funding, estate strategies, and a clear roadmap for real-world client results.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Wealth Manager Course gives you a concise, practical toolkit to serve high-net-worth families with confidence. Learn to build detailed net worth and cash flow models, design retirement and education funding plans, manage risk and insurance, optimize estate and tax strategies, and create clear implementation roadmaps and client communication plans you can apply immediately in real-world relationships.
Elevify advantages
Develop skills
- Advanced wealth modeling: build HNW retirement, tax, and college projections fast.
- Estate and tax design: craft trusts, gifting plans, and business succession paths.
- Risk and insurance planning: size coverage, protect assets, and limit liability.
- HNW portfolio strategy: design allocations, reduce concentration, and cut taxes.
- Client roadmap skills: turn complex family goals into clear 12–24 month actions.
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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