International Certificate in Advanced Wealth Management (Level 4)
Advanced strategies in asset allocation, tax planning, estate planning, and wealth structuring for complex client situations.
Syllabus Topics
1Advanced Portfolio Theory
2Alternative Investments
3Complex Tax Planning
4International Estate Planning
5Wealth Structuring
6Philanthropy
7Behavioural Finance
8Advanced Regulation
Practice Tests
Practice Test 01FREE
Practice Test 02
Practice Test 03
Practice Test 04
Practice Test 05