Advanced Private Wealth Management learning program
Advanced Private Wealth Management is a free and exclusive members-only learning program that is your pathway to understanding wealth planning for high-net-worth individuals and families.
Designed for experienced investment professionals and delivered in an easy-to-digest online format, the program equips you with the in-demand practical skills to confidently navigate the complexities of private wealth management.
Advance your subject matter expertise
The private wealth sector is experiencing a significant growth period, with projections to grow from $13 trillion today to more than $20 trillion by 2030 (according to BlackRock). This means the advanced skills needed to navigate the complexities of high-net-worth client management are in high demand.
Tailored for those transitioning to roles serving high-net-worth clients, the Advanced Private Wealth Management program has been developed using content from the CFA® Program Level III specialized pathway. Covering key areas like asset allocation principles, estate planning, and client relationship management, the program helps you develop your expertise and expand your vocabulary.
Why choose the Advanced Private Wealth Management program?
Advanced-level topics
Learn to manage complex client needs, regulatory environments, and tax-efficient strategies.
Enhanced client relationships
Increase your ability to build trust and engage in meaningful advisory conversations with high-net-worth clients.
Future-proof knowledge
Learn the sought-after skills needed to effectively manage the wealth of affluent individuals and families long into the future.
Insights from experts
Benefit from the knowledge of established practitioners with an Advanced Private Wealth Management learning program developed by leaders in investment education.
Enhanced professional profile
Share your achievement on professional networks with a shareable digital badge of completion when you complete the Advanced Private Wealth Management.
Ethical foundation
Navigate the regulatory landscape with a strong emphasis on ethical decision-making.
Who should enroll
- Experienced investment practitioners transitioning to high-net-worth private wealth
- Professionals entering the private wealth industry with advanced finance education
Curriculum
Examine the private wealth management industry, including key service models, business types, and global trends. You’ll learn how wealth managers segment clients, deliver tailored advice, and coordinate across a broad ecosystem of professionals. The course introduces the investment advisory process – including client profiling and the development of a goals-based Investment Policy Statement – as well as regulatory considerations and the role of technology and innovation in serving high-net-worth and ultra-high-net-worth clients.
Explore the key elements of wealth planning and client engagement for high-net-worth individuals. You’ll learn how to assess human capital, address behavioral biases, and manage family governance for multi-generational wealth. The course will also explore goals-based financial planning, taxation, and liquidity management, as well as introduce estate planning and philanthropic strategies.
Become equipped with the knowledge and strategies necessary to manage investments and risks for high-net-worth clients. This course covers asset allocation principles, including tax-efficient strategies and the distinction between strategic and tactical approaches. You’ll also explore the role of private market investments in portfolio management. Throughout you’ll consider the use of risk-adjusted metrics for performance measurement and how to manage human capital risks in private wealth management.
Discover wealth management approaches for advising multi-jurisdictional and complex families, entrepreneurs, business owners, and professionals. You’ll explore family office structures and their role in wealth management, as well as wealth transfer approaches like life-time gifts, bequests, and inheritances. The course also explores using charities and philanthropy to transfer wealth across multiple generations and benefit society, and considerations in cross-border wealth transfer.
Step into the role of a private wealth manager and build the practical skills needed to advise high-net-worth clients throughout the client advisory lifecycle. Learn to assess client profiles, construct a goals-based investment policy statement (IPS), and navigate key advisory milestones – from the initial meeting and investment proposal to performance review and ongoing relationship management. Apply Excel and data visualization tools to develop cash flow projections, optimize asset allocations, and present investment proposals and performance reports. Strengthen your ability to address behavioral biases and demonstrate professional, client-centered communication and engagement practices.
Invest in your future
Learn via engaging content and activities
Work towards the Advanced Private Wealth Management program in the way most suitable for your learning style and schedule.
Self-paced online learning
Register and start studying straight away. You will have access to the content and activities for 12 months from registration.
Engaging bite-size content
Gain access to industry tools and frameworks through engaging content like readings, practitioner videos and case studies.
Regular knowledge checks
Each course includes an end-of-module quiz to make sure you understand the critical concepts covered in each lesson.
Frequently asked questions
Content for this program has been adapted from the CFA® Program Level III specialized pathway, making the Advanced Private Wealth Management program the fastest way to gain access to this information and develop advanced, specialized skills in private wealth management. Also, as specialized pathways have only been recently added to the CFA Program, this certificate is ideal for CFA Charterholders or practitioners who completed the CFA Program before 2025 to gain these skills.
There are no formal prerequisites for Advanced Private Wealth Management. However, you will need in-depth investment knowledge in order to progress through the curriculum. This could be obtained from working in the finance industry or graduating from an advanced investment program.
You will have access to the learning materials for 12 months from the date of purchase. Learning materials and assessments can be accessed anywhere online, providing maximum flexibility and convenience to candidates.
Yes, AI played a supporting role in developing course outlines for Advanced Private Wealth Management. A custom Enterprise GPT, trained on CFA Level III Private Wealth Pathway content, helped shape the structure and topics for the program. All AI-generated inputs were reviewed, refined, and aligned with CFA Institute's quality standards by the content team.
No, if you have already completed the CFA Level III Private Wealth Pathway, you do not need to enroll in the Advanced Private Wealth Management program, as the content is based on the Pathway and covers similar material. This program is designed for individuals who have not previously studied the specialized private wealth content from CFA Institute.
