Wealth Manager

Wealth Manager

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Learning Outcome

Course Overview

Offer multiple expert financial services that will include investment advice, tax planning services and property ownership. Taking this Wealth Manager course will give you the ability to advise clients with substantial savings and groups with significant funds on how best to organise their major fiscal activities.      

This Wealth Management tutorial will prove invaluable if you are looking to start a career in the financial sector by helping those with large monetary sums make the right choices. You will be shown how to specialise in high-end financial planning, consider the advantages of diversification, perform regular performance measurements, and much more. This tuition provides a complete and comprehensive learning package for those wanting to break into this dynamic and lucrative market. Invest in a better career and sign up now.

Course Benefits

Your Path to Success

By completing the course, you will attain the theoretical knowledge and techniques required to assist you in gaining work as a Wealth Manager.

Is This Course Right for You?

This course offers an excellent way to gain the skills and knowledge needed to procure a role as a Wealth Manager or Financial Advisor. Full-time and part-time learners are equally supported and have the option to obtain certificate after they complete the course.

Certificate of Achievement

Endorsed Certificate of Achievement from the Quality Licence Scheme

Once the course has been completed and the assessment has been passed, all students are entitled to receive an endorsed certificate. This will provide proof that you have completed your training objectives, and each endorsed certificate can be ordered and delivered to your address for only £69. Please note that overseas students may be charged an additional £10 for postage.

CPD Certificate of Achievement from One Education

Upon successful completion of the course, you will be able to obtain your course completion e-certificate free of cost. Print copy by post is also available at an additional cost of £9.99 and PDF Certificate at £4.99.


This course and/or training programme has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course and/or training programme is not regulated by Ofqual and is not an accredited qualification. Your training provider will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.

Method of Assessment

In order to ensure the Quality Licensing scheme endorsed and CPD acknowledged certificate, learners need to score at least 60% pass marks on the assessment process. After submitting assignments, our expert tutors will evaluate the assignments and give feedback based on the performance. After passing the assessment, one can apply for a certificate.

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
Order Your Certificate
Order Your Certificate QLS 00:00:00

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