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Wealth and Asset Management Essentials

CPD Accredited | Free PDF & Hardcopy Certificate included | Free Retake Exam | Lifetime Access

Training Express Ltd


£14 inc VAT
Study method
2 hours · Self-paced
Access to content
Lifetime access
No formal qualification
10 CPD hours / points
  • Digital certificate - Free
  • Hard copy certificate - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Imagine a career where you can help people achieve their financial goals. A career where you can use your skills and knowledge to make a difference in the world. A career in Wealth Management.

Wealth Management is a field that is all about helping people grow and protect their wealth. Whether it's for retirement, college, or other financial goals, Wealth Managers are there to provide guidance and support.

If you're interested in a career that is both rewarding and challenging, then Wealth Management may be the perfect choice for you.

Learning Outcomes:

After completing this Wealth Management course, you should be able to -

  • Gain a comprehensive understanding of Wealth Management.
  • Explore asset management principles and strategies.
  • Develop skills in financial planning and risk assessment.
  • Master the art of portfolio management and investment strategies.
  • Understand the nuances of wealth management, taxation, and estate planning.


10 CPD hours / points
Accredited by CPD Quality Standards

Course media


Embark on a journey into the world of Wealth Management, where financial expertise meets strategic planning. This engaging course offers a theoretical exploration of the principles and practices that underpin effective wealth management. From understanding the fundamentals of wealth management to delving into asset management and financial planning, you will acquire a comprehensive understanding of the field. Explore the concepts of risk and return, mastering techniques for assessing and managing investment risks. Discover the power of diversification in wealth management strategies, understanding how to optimise portfolios for growth and stability. Dive into the intricacies of investment management, exploring different asset classes and their potential returns.

Moreover, learn the art of portfolio management, understanding how to construct and rebalance investment portfolios. Gain insights into wealth management and taxation, navigating the complex landscape of tax planning and compliance. Finally, explore estate planning, understanding how to preserve and transfer wealth for future generations.

Whether you aspire to become a wealth manager or seek to enhance your financial acumen, this course provides a solid foundation in the principles and practices of wealth management. Master the strategies and techniques necessary to navigate the complexities of wealth management and provide valuable financial advice to clients.


Upon successful course completion, students can obtain a certificate titled Wealth Management. You can get a digital certificate in a high-resolution PDF format for Free. If you prefer a hard copy and you live in the UK, we offer a professionally printed certificate mailed to your address for £3.99. International students can also request a hard copy certificate which will be shipped to your address outside the UK for £10.

Who is this course for?

This Wealth Management course is ideal for -

  • Aspiring wealth managers seeking a theoretical understanding of the field.
  • Financial professionals looking to expand their knowledge in wealth management.
  • Individuals interested in personal finance and investment strategies.
  • Students pursuing degrees in finance or related fields.

Career path

  • Wealth Manager: £40,000 - £100,000 per year
  • Investment Advisor: £35,000 - £80,000 per year
  • Financial Planner: £30,000 - £70,000 per year
  • Portfolio Manager: £45,000 - £120,000 per year
  • Estate Planner: £40,000 - £90,000 per year

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.


Digital certificate

Digital certificate - Included

Hard copy certificate

Hard copy certificate - Included

Hardcopy Certificate (UK Delivery):

For those who wish to have a physical token of their achievement, we offer a high-quality, printed certificate. This hardcopy certificate is also provided free of charge. However, please note that delivery fees apply. If your shipping address is within the United Kingdom, the delivery fee will be only £3.99.

Hardcopy Certificate (International Delivery):

For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.


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What does study method mean?

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.