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Wealth Management and Financial Planning

Advanced Learning Materials | Certificate Accredited by CPD | Lifetime Access | 24/7 Expert Tutor Support

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£15 inc VAT
Study method
2 hours · Self-paced
Access to content
Lifetime access
No formal qualification
10 CPD hours / points
  • Digital certificate - £4.99
  • Hard copy certificate - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Are you looking to take control of your finances and achieve your financial goals? If so, then the Wealth Management and Financial Planning course is for you. In this course, you will learn about asset management, financial planning, risk and return, diversification, investment management, portfolio management, wealth management and taxation, and estate planning. With this course, you will be well on your way to financial success.

Learning Outcomes:

  • Gain a comprehensive understanding of wealth management principles and strategies.
  • Master the art of asset management to optimise financial returns.
  • Develop a solid foundation in financial planning for long-term wealth creation.
  • Learn to assess and manage risks while maximising potential returns.
  • Discover the power of diversification and its role in wealth preservation.
  • Acquire the knowledge and skills to effectively manage investment portfolios and navigate taxation complexities.


10 CPD hours / points
Accredited by CPD Quality Standards

Course media


Experience an enriching journey through the realm of wealth management and financial planning. This Wealth Management course equips you with the knowledge and tools to harness the power of wealth and create a secure financial future. Explore a wide range of topics, from the fundamentals of asset management to the intricacies of estate planning, as you delve into the intricate world of wealth management.

Gain insights into financial planning strategies, risk assessment techniques, and the importance of diversification. Develop a deep understanding of investment management and portfolio optimisation, enabling you to make informed decisions to grow and protect wealth. Navigate through the complexities of taxation and learn how to leverage tax-efficient strategies to enhance your financial position.

Take the first step towards a prosperous future in the realm of wealth management. Enrol now and shape your financial destiny.


Upon successful completion of the course, you have the option to receive a certificate titled Wealth Manager. The following prices apply for the certificates:

  • PDF Certificate: £4.99

You will receive an email with your certificate in PDF format that you can print or share For only £4.99.

  • Hardcopy Certificate for Students in the UK: £9.99

This option provides you with a high-quality, professionally printed certificate delivered to you anywhere in the UK for only £9.99

  • Hardcopy Certificate for International Students: £14.99

For students outside of the United Kingdom, this option ensures delivery of a high-quality, professionally printed certificate to your international address for only £14.99.

Who is this course for?

This Wealth Management course is ideal for:

  • Aspiring wealth managers looking to gain a strong foundation in wealth management principles.
  • Finance professionals seeking to enhance their expertise in asset management and financial planning.
  • Individuals who want to take control of their personal finances and secure their financial future.
  • Entrepreneurs and business owners aiming to optimise their investment portfolios and navigate taxation complexities.

Career path

  • Wealth Manager: £40,000 - £100,000 per year
  • Financial Planner: £30,000 - £70,000 per year
  • Investment Analyst: £35,000 - £80,000 per year
  • Estate Planner: £35,000 - £70,000 per year
  • Tax Consultant: £35,000 - £80,000 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 - £4.99

Hard copy certificate

Hard copy certificate - £9.99

Hardcopy Certificate for International Students: £14.99

For students outside of the United Kingdom, this option ensures delivery of a high-quality, professionally printed certificate to your international address for only £14.99.


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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.