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Level 3 · Professional Track
Advanced Wealth Management
For advanced users and practitioners — serious DIY investors, aspiring or working planners, and people managing significant personal wealth. Eight in-depth modules covering holistic planning, portfolio design, risk management, tax-aware strategies, retirement income, estate and legacy, and behavioural finance.
How to use this track
These eight modules are designed as a sequence — each builds on the last. Read them in order for a full curriculum, or jump to the topic you need most today.
- Keep a separate document — your personal wealth playbook — and apply each module's action steps to your own life.
- Treat the Investment Policy Statement from Module 3 as a living document you revise as the track progresses.
- Where modules mention tax, estate, or legal topics, pair the concepts with a qualified local advisor before acting.
- Revisit the full track once a year — the concepts stay the same; your circumstances will not.