This course focuses on developing your understanding of wealth management, tax planning and longer-term investing.
DurationIn the current economic climate, it is more important than ever to understand your financial priorities and make sure that you can make money work for you. Over the course of this two-week Wealth Management course, LAT will help you to achieve your specific financial goals.
Through a combination of pre-recorded lectures and live interactive sessions, our specialist tutors will help you to understand the concepts of wealth management, tax planning and long-term investing.
A range of topics will be covered including the benefits of receiving financial advice, HMRC-approved solutions, and allowances to defer or reduce tax liability, and how to save for retirement. In addition, if you are a business owner, this course will guide you on how to maximise profit extraction.
Delivered by an experienced professional, you’ll learn through a combination of theoretical and practical applications, with lectures including case studies and examples to illustrate the techniques taught.
Flexible Study Options:
With students in mind we offer flexibility with all of our courses. We have developed our online delivery methods to enable continued interaction for all students, to enable you to extract the maximum benefit from whichever course you choose.
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 training courses, developed to help individuals to invest or trade in financial markets, or for those looking to enhance their employment opportunities within financial markets.
We help our learners apply their knowledge in a real-world, real-time environment, understanding the fundamental and practical aspects of trading. Since our creation in 2010, we have focused on four specific pillars of knowledge to help students improve their skills and understanding: fundamental analysis, technical analysis, trading psychology and risk management.
The Portfolio Management course is designed to give participants a comprehensive understanding of the concept of Portfolio Management and its importance for companies.
The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice.
Revenue Policy & Administration (Macro-Economic Perspectives) is designed for senior secretaries, executive secretaries, personal assistants and top-level management secretaries aiming to improve their performance and maximise opportunities for promotion to executive positions.
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