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Wealth Management

Study Method Online
Provider London Academy of Trading
Recognition CPD
Start Date November
London Academy of Trading

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Course overview

This two-week Wealth Management course will help you keep your finger on the pulse of the current economic climate and ensure you know how to make your money work for you. Our specialist tutors will teach you everything you need to know to achieve your individual financial goals and help you understand the concepts of wealth management, tax planning and long-term investing.

You’ll explore a range of topics including the benefits of receiving financial advice, HMRC-approved solutions, allowances to defer or reduce tax liability and how to save for retirement. If you are a business owner, this course will be essential to your understanding of how to maximise profit extraction.

Learn through a combination of theoretical and practical applications, with lectures including case studies and examples to illustrate the exact techniques you’ll be learning.

Job outcomes

  • Finance Roles

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What you'll learn

  • Understand the concepts of wealth management and need for advice
  • Appreciate the objectives and benefits of long-term investing
  • Learn how to organize their income and assets to minimise tax liabilities
  • Recognise the various solutions available to reduce exposure to inheritance tax
  • Understand how financial planning can benefit business owners

Recognitions

CPD

Accredited/ Certified by CPD

Study method

  • Online Online info icon
    Online delivery - online course content with the exception of assessments and work placement
  • Blended Blended info icon
    Blended delivery - both online course content and partial face to face requirements
  • In-class In-class info icon
    In class delivery - predominately face to face course content conducted at a specific location
  • Virtual Virtual info icon
    Virtual Delivery - Live and interactive classroom-style learning conducted completely online
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Duration study load

  • 2 weeks

Delivery

We’ve kept our programmes flexible and accessible with online deliveries to ensure your learning doesn’t get interrupted. This means you can extract maximum benefits from whichever course you choose. Pause and restart your course at any time, and if you fancy an upgrade, all you need to do is pay the difference in course fees.

Entry requirements

General requirements

  • A completed and signed application form
  • A copy of your passport/proof of ID / Birth Certificate
  • Entry requirements for all LAT programmes of two weeks or more:
  • A scanned copy of a recent passport-sized colour photograph
  • Proof of education qualifications
  • Proof of English proficiency, if required

Note: All documents are to be provided in English. Where documents are not in English, you will also need to provide a certified translation of any such documents.

International students

  • Scanned copies of your diplomas and certified translation
  • Scanned copies of your certified transcripts
  • Candidates who studied an undergraduate degree in the medium of English in a majority English–speaking country can provide a letter from their university confirming this as evidence of their English proficiency.

All other students:

  • A minimum level 3 qualification or an interview with our Academic Dean, Paddy Osborn
  • Fully completed LAT application form.

Find out more about the entry requirements for this course

Course features

Our expert tutors

Studying with LAT means you’ll be taught by experienced traders and analysts from major financial institutions, including HSBC, Merrill Lynch, Credit Suisse and Bloomberg. You’ll get 1:1 access to our team of trading mentors ten hours a day to develop robust trading strategies and have all your questions answered. We also host three daily webinars where our experts analyse the markets and host discussions to enhance your learning and understanding.

Subjects

Core Units
Need for Advice
  • The importance of financial advice
  • Protection solutions
  • Tax reliefs, allowances and exemptions
Investment Planning
  • Asset classes
  • Investing through market volatility
  • Attitude to risk and capacity for loss
  • Tax-efficient investment vehicles
Portfolio Selection
  • ISAs, unit trusts and investment bonds
  • Investing for the long-term
  • Tax planning with EIS and VCT
Retirement Planning
  • Preparing for retirement
  • Pension Freedom
  • Reasons to contribute to a pension
  • Annual and Lifetime allowance
  • Tax relief on contributions
  • Corporate contributions
Estate Planning
  • Inheritance tax concerns
  • Main residence considerations
  • Nil rate bands
  • Gifting and use of Trusts
  • Downsizing provisions
  • Business Relief
Other Planning
  • Corporate services
  • Offshore assets
  • Business succession
  • Non-UK domicile
  • Business and shareholder protection
  • Year-end planning
  • Long-term care
  • Case studies

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Payment options

Course fees – £349

  • No government funding available for this course

Find out more about the payment options for this course

About London Academy of Trading

The London Academy of Trading (LAT) is an award-winning, dual-accredited provider of financial trading education and was the first academy in the UK to offer accredited and regulated qualifications in trading. We pride ourselves on providing practical and vocational trading training courses, will allow you to step onto the trading floor with all the tools you need to make sound, data-driven decisions. Since 2010, we have remained committed to our four pillars of knowledge: fundamental analysis, technical analysis, trading psychology and risk management. We are dedicated to guiding you through theoretical and practical applications of trading to help you succeed in this exciting environment.

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What can you expect

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