Wealth Manager

Course Overview Are you looking to gain a new in-demand skill from the comfort of your home? Well, look no …

Wealth Manager

Wealth Manager




1 Year Access


5 Students


1 hour, 40 minutes

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Course Overview

In order to manage money, wealth management employs a variety of financial disciplines, including retirement planning, legal or estate planning, accounting and tax services, and financial and investment advice. This Wealth Manager training course is designed to meet the needs of investors, advisers, or organisations and will impart knowledge that may be used right away. This course covers all facets of wealth management and emphasises the need for effective investment management.

With the help of this curriculum, you can investigate the most recent business tactics, assess and use cutting-edge investment strategies, and examine important market trends and difficulties. By concentrating on asset management, business strategy and development, and investment strategy and execution, this program’s main goal is to maximise your competitive edge. 

Enrol in this Wealth Manager course to learn new wealth management strategies from the greatest academics and business professionals. 

Learning Outcomes

After completing the Wealth Manager course, students will be able to:

  • Discover the duties of a wealth manager and the services they offer. 
  • Identify effective techniques and allocations for investing a variety of assets. 
  • Recognise all the phases involved in the financial planning process. 
  • Learn the foundational concepts of financial risk and return. 
  • Understand how to manage large investment programmes and diverse portfolios 
  • Learn how to apply your understanding of the UK tax system to achieve the greatest results.

Assessment and Certification

At the end of the course, you will be required to sit for an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post or for both £39.

Career Path

Wealth management career involves rendering Financial Advisory Services, Accounting Services, Estate Planning, Insurance Policies, Investments in Equity & Debt Markets, Retirement Planning, etc. It’s quite well known that this extensive course on wealth management helps people get ready for work chances in the UK. It also helps you develop your career in the relevant sector. 


This online course will help one to develop the skills necessary to do a better job. Salary ranges for jobs requiring a similar level of knowledge in the UK today range from £47,000 to £59,000 per year. It could be useful for any related industry job, such as:

  • Wealth Manager
  • Financial Manager
  • Wealth Management Administrator

Course Curriculum

Module 01: Introduction to Wealth Management
Introduction to Wealth Management 00:10:00
Module 02: Asset Management
Asset Management 00:10:00
Module 03: Financial Planning
Financial Planning 00:10:00
Module 04: Risk and Return
Risk and Return 00:10:00
Module 05: Diversification
Diversification 00:10:00
Module 06: Investment Management
Investment Management 00:10:00
Module 07: Portfolio Management - I
Portfolio Management – I 00:10:00
Module 08: Portfolio Management - II
Portfolio Management – II 00:10:00
Module 09: Wealth Management and Taxation
Wealth Management and Taxation 00:10:00
Module 10: Estate Planning
Estate Planning 00:10:00

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