ATHE
    Level 7
    QN: 610/4547/0
    Curriculum Active

    ATHE Level 7 Certificate in Private Wealth Management

    Official qualification regulated by Ofqual, awarded by ATHE. Classified as a Vocationally-Related Qualification. Total guided learning hours: 60 hours.

    Qualification Level
    Level 7
    Awarding Body
    ATHE
    Syllabus Units
    1 Units
    Guided Hours
    60 hrs
    Instant access to interactive lessons, quizzes, and spaced revision.

    Course Syllabus & Study Modules

    Complete breakdown of verified curriculum topics and learning objectives.

    1

    Private Wealth Management

    Verified
    Key Learning Objectives:
    • Understand private wealth management concepts and processes
    • Can develop an investment plan to meet client’s needs
    • Can design appropriate financial protection and retirement strategies

    Regulatory & Verification Details

    Qualification Number (QN)
    610/4547/0
    Regulated Status
    Available to learners
    Awarding Body
    ATHE
    Qualification Type
    Vocationally-Related Qualification
    Operational Start
    Aug 2024