Wealth Management Training
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1 Year
Access -
Intermediate
Skill Level -
4 hours, 30 minutes
Duration
Overview
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, making it ideal for anyone aiming to excel in lgt wealth management or pursue wealth management manager jobs.
The course is divided into 10 comprehensive modules, where each module will cover different areas of wealth management. In the first module, you will develop a basic understanding of wealth management, focusing on the principle that health is wealth and how it ties into financial well-being. The next three modules will cover asset management, financial management, and risk management, helping you gain insights used by leading firms like db wealth management.
Then you will learn the fundamentals of diversification, investment management, and portfolio management, all essential skills for wealth planning and maximising wealth management income. The course will end with lessons on taxation and estate planning, ensuring you can manage both personal and client wealth while maintaining a strong health & wealth balance.
Bonus Features Included:
- Free Transcript
- Free CPD Accredited PDF Certificate
- FREE Course: Diploma in Financial Management
- FREE Course: Presupuestos e Informes Financieros – Budgets and Financial Reports
- Last Audited and updated on: 23th March 2026
Course Preview
Learning Outcomes
- Learn about the different aspects of wealth managementĀ
- Understand the core principles of asset management and financial managementĀ
- Develop the skills required for identifying and handling financial risks
- Familiarise yourself with the process of investment managementĀ
- Grasp a clear understanding of wealth management and taxation essentialsĀ
- 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 ManagementĀ
- Financial PlanningĀ
- Risk ManagementĀ
- TaxationĀ
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 Ā£14.99 or PDF format at Ā£11.99.
Career Pathā
This exclusive Wealth Management Training course will equip you with effective skills and abilities and help you explore career paths such asĀ
- Wealth ManagerĀ
- Financial PlannerĀ
- Financial AdvisorĀ
- Estate Planner
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Introduction to Wealth Management 00:35:00
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Asset Management 00:25:00
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Financial Planning 00:20:00
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Risk and Return 00:35:00
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Diversification 00:30:00
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Investment Management 00:25:00
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Portfolio Management-1 00:25:00
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Portfolio Management- II 00:25:00
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Wealth Management and Taxation 00:30:00
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Estate Planning 00:20:00
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Frequently Asked Questions
Wealth management is a comprehensive financial service that combines financial planning, investment management, taxation, and estate planning to help individuals grow, protect, and transfer their wealth effectively over time.
Asset management involves selecting, monitoring, and optimising investments like stocks, bonds, or real estate to maximise returns while minimising risk, helping individuals grow their wealth strategically and align investments with financial goals.
Risk management helps identify, assess, and control financial risks like market fluctuations or investment losses. It ensures stability, protects assets, and allows smarter financial decisions by balancing risk and return effectively.
Portfolio diversification means spreading investments across different asset classes such as equities, bonds, property, or commodities to reduce risk. It minimises losses from poor-performing assets and supports consistent long-term financial growth.
Taxation directly impacts income, investments, and estate transfers. Wealth management uses tax-efficient strategies to minimise liabilities, protect assets, and ensure clients retain more of their earnings and investments legally and effectively.
