Certificate in WealthTech & Financial Planning

Name: Certificate in WealthTech & Financial Planning
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The Certificate in WealthTech & Financial Planning course is a comprehensive program designed to provide learners with essential skills for a successful career in the financial services industry. This course focuses on WealthTech, an emerging field that leverages technology to improve wealth management and financial planning.

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AboutThisCourse

With the rapid growth of digital finance, there is an increasing demand for professionals who understand both technology and financial planning. This course covers key topics such as financial markets, investment strategies, financial planning, and risk management. Learners will also gain hands-on experience with popular WealthTech tools and platforms. By the end of the course, learners will have a solid understanding of the financial services industry and the role of technology within it. This course is essential for anyone looking to advance their career in financial services or seeking to enter the growing field of WealthTech. In addition to theoretical knowledge, this course emphasizes practical skills, providing learners with the opportunity to work on real-world projects and case studies. This hands-on approach ensures that learners are well-prepared to apply their new skills in the workplace. By completing this course, learners will have a competitive edge in the job market and be equipped to make meaningful contributions to their organizations.

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CourseDetails

• Introduction to WealthTech & Financial Planning: Understanding the industry, trends, and the role of technology
• Financial Planning Fundamentals: Goals-based planning, cash flow management, and risk profiling
• Investment Principles: Asset allocation, diversification, and modern portfolio theory
• Retirement Planning: Pension plans, social security, and tax-advantaged retirement accounts
• Estate Planning: Wills, trusts, and power of attorney
• Insurance Solutions: Life, health, disability, and long-term care insurance
• Tax Planning Strategies: Tax-efficient investing, deductions, and credits
• WealthTech Tools & Platforms: CRM, financial planning software, and robo-advisors
• Regulations & Compliance: SEC, FINRA, ERISA, and anti-money laundering rules
• Client Relationship Management: Communication, trust-building, and service delivery

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EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

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FastTrack GBP £140

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AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

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FlexibleLearningPace

TwoThreeHoursPerWeek
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FullCourseAccess
DigitalCertificate
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CERTIFICATE IN WEALTHTECH & FINANCIAL PLANNING

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London School of International Business (LSIB)

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05 May 2025

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