Wealth Management

Key facts

CERTIFICATE OPTIONS - CPD

Course information

About Us

The London Academy of Trading is an award-winning, dual-accredited provider of financial trading education and was the first academy in the UK to offer accredited and regulated qualifications in trading. We pride ourselves on providing practical and vocational training courses developed to help individuals invest or trade in financial markets or for those looking to enhance their employment opportunities within financial markets.

Since 2010, we have stayed committed to our four pillars of knowledge—fundamental analysis, technical analysis, trading psychology, and risk management—which keep us on track to show our students how to make the most out of their trading journey. We help our learners apply their knowledge in a real-world, real-time environment so they understand the fundamental and practical aspects of trading.

About the course:

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, our 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, our 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.

Flexible Study Options

To keep our programmes flexible and accessible, we have developed online delivery methods for an uninterrupted flow of learning for all our 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.

Our Expert Tutors

Our teaching faculty is comprised of experienced traders and analysts from major financial institutions, including HSBC, Merrill Lynch, Credit Suisse, and Bloomberg, who are eager to support our students through this exciting path they’ve chosen to take. All students have direct access to our team of trading mentors for ten hours every day, where they have the chance to develop robust and structured trading strategies on a 1:1 basis. We also host three daily webinars where our experts analyse the markets, answer questions, and stimulate discussions to enhance the learning process.

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