Wealth Management

by London Academy of Trading

This course focuses on developing your understanding of wealth management, tax planning and longer-term investing.

£299

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Course Details

In 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. 

  • Study online through a series of pre-recorded and live interactive online sessions
  • You can pause and restart your course at any time. 
  • You can upgrade from one course to another by just paying the difference in course fees, not the whole fees for both courses
  • Fitzrovia Branch

    2nd Floor, University of Law Bloomsbury Campus, 11-13 Ridgmount Street, Fitzrovia, London

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