Wealth Management Training

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Wealth Management



From financial planning to risk management, a wealth manager has to carry out a wide range of duties. Learn the skills to fulfil these responsibilities with expertise from the exclusive Wealth Management Training course. This online training program will help you grasp the core skills within a few steps.

The course is divided into 10 comprehensive modules, where each of the modules will cover different areas of wealth management. In the first module, you will develop a basic understanding of wealth management. The next three modules will cover asset management, financial management and risk management. 

Then you will learn the fundamentals of diversification, investment management and portfolio management. The course will end with lessons on taxation and estate planning.

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Learning Outcomes

  • Learn about the different aspects of wealth management 
  • Understand the core principles of asset management and financial management 
  • Develop the skills required for identifying and handling financial risks
  • Familiarise yourself with the process of investment management 
  • Grasp a clear understanding of wealth management and taxation essentials 
  • Know the process of estate management

Why Take This Course From John Academy?

  • Affordable, well-structured and high-quality e-learning study materials
  • Meticulously crafted engaging and informative tutorial videos and materials
  • Efficient exam systems for the assessment and instant result
  • Earn UK & internationally recognised accredited qualification
  • Easily access the course content on mobile, tablet, or desktop from anywhere, anytime
  • Excellent career advancement opportunities
  • Get 24/7 student support via email

What Skills Will You Learn from This Course?

  • Asset Management 
  • Financial Planning 
  • Risk Management 
  • Taxation 

Who Should Take this Wealth Management Training Course?

Whether you’re an existing practitioner or an aspiring professional, this course is an ideal training opportunity. It will elevate your expertise and boost your CV with key skills and a recognised qualification attesting to your knowledge.

Are There Any Entry Requirements?

This Wealth Management Training is available to all learners of all academic backgrounds. But learners should be aged 16 or over to undertake the qualification. And a good understanding of the English language, numeracy, and ICT will be helpful.

Wealth Management Training Certification

After completing and passing the Wealth Management Training successfully, you will be able to obtain a Recognised Certificate of Achievement. Learners can obtain the certificate in hard copy at £14.99 or PDF format at £11.99.

Career Path​

This exclusive Wealth Management Training course will equip you with effective skills and abilities and help you explore career paths such as 

  • Wealth Manager 
  • Financial Planner 
  • Financial Advisor 
  • Estate Planner
  • video Introduction to Wealth Management

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