Certificate in Estate Planning & Portfolio Management

Name: Certificate in Estate Planning & Portfolio Management
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The Certificate in Estate Planning & Portfolio Management is a comprehensive course designed to equip learners with critical skills in wealth management. This program underscores the importance of strategic estate planning and portfolio management in career advancement and industry success.

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AboutThisCourse

In an era where financial literacy is paramount, this course meets the growing demand for professionals who can effectively manage portfolios and estates. It provides learners with the necessary tools to analyze and manage investment portfolios, understand tax implications, and navigate complex estate planning laws. Upon completion, learners will be able to design and implement robust estate plans, manage diverse investment portfolios, and provide sound financial advice. This course is not just a career booster but also a stepping stone towards contributing positively to individuals' and families' financial well-being.

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CourseDetails

• Introduction to Estate Planning & Portfolio Management
• Understanding Estate Structures and Asset Protection Strategies
• Principles of Investment and Portfolio Management
• Tax Planning for Estates and Investment Portfolios
• Legal Aspects of Estate Planning and Wealth Transfer
• Risk Management in Estate Planning and Portfolio Management
• Estate Planning for Business Owners and Entrepreneurs
• Retirement Planning and Social Security Strategies
• Estate and Trust Administration
• Ethical Considerations in Estate Planning and Portfolio Management

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EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

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NotAccreditedRecognized
NotRegulatedAuthorized
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FastTrack GBP £140

CompleteInOneMonth

AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

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FlexibleLearningPace

TwoThreeHoursPerWeek
RegularCertificateDelivery
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FullCourseAccess
DigitalCertificate
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CERTIFICATE IN ESTATE PLANNING & PORTFOLIO MANAGEMENT

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London School of International Business (LSIB)

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05 May 2025

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