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Duration
14 Days
Language
English
Start date
Nov 2025
Program Description
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. During this two-week Wealth Management course, the LAT experts will teach you everything you need to know to achieve your individual financial goals.
Through a combination of pre-recorded lectures and live interactive sessions, the specialist tutor will help you understand the concepts of wealth management, tax planning, and long-term investing.
You will cover 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 guide you on how to maximise profit extraction.
Learn through a combination of theoretical and practical applications, with lectures including case studies and examples to illustrate the techniques taught.
Through a combination of pre-recorded lectures and live interactive sessions, the specialist tutor will help you understand the concepts of wealth management, tax planning, and long-term investing.
You will cover 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 guide you on how to maximise profit extraction.
Learn through a combination of theoretical and practical applications, with lectures including case studies and examples to illustrate the techniques taught.
Entry Requirements
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Flexible Education
To keep the program flexible and accessible, they have developed online delivery methods for an uninterrupted flow of learning for all students. This means you can extract maximum benefits from whichever course you choose, pause and restart your course at any time, and upgrade from one course to another just by paying the difference in course fees.
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Program Objectives
- 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.
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Curriculum
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