Wealth Management

About Us
The London Academy of Trading (LAT) 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 to invest or trade in financial markets, or for those looking to enhance their employment opportunities within financial markets. 

We help our learners apply their knowledge in a real-world, real-time environment, understanding the fundamental and practical aspects of trading. Since our creation in 2010, we have focused on four specific pillars of knowledge to help students improve their skills and understanding: fundamental analysis, technical analysis, trading psychology and risk management.

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. Over the course of this two-week Wealth Management course, LAT will help you to achieve your specific financial goals. 

Through a combination of pre-recorded lectures and live interactive sessions, our specialist tutors will help you to understand the concepts of wealth management, tax planning and long-term investing. 

A range of topics will be covered including the benefits of receiving financial advice, HMRC-approved solutions, and allowances to defer or reduce tax liability, and how to save for retirement. In addition, if you are a business owner, this course will guide you on how to maximise profit extraction.

Delivered by an experienced professional, you’ll learn through a combination of theoretical and practical applications, with lectures including case studies and examples to illustrate the techniques taught. 

Flexible Study Options:
With students in mind we offer flexibility with all of our courses. We have developed our online delivery methods to enable continued interaction for all students, to enable you to extract the maximum benefit from whichever course you choose. 
• Study online through a series of pre-recorded and live interactive online sessions
• You can pause and restart your course at any time. 
• You can upgrade from one course to another by just paying the difference in course fees, not the whole fees for both courses

Need for Advice

• The importance of financial advice
• Protection solutions
• Tax reliefs, allowances and exemptions

Investment Planning

• Asset classes
• Investing through market volatility
• Attitude to risk and capacity for loss
• Tax-efficient investment vehicles

Portfolio selection

• ISAs, unit trusts and investment bonds
• Investing for the long-term
• Tax planning with EIS and VCT

Retirement Planning

• Preparing for retirement
• Pension Freedom
• Reasons to contribute to a pension
• Annual and Lifetime allowance
• Tax relief on contributions
• Corporate contributions

Estate Planning

• Inheritance tax concerns
• Main residence considerations
• Nil rate bands
• Gifting and use of Trusts
• Downsizing provisions
• Business Relief

Other Planning

• Corporate services
• Offshore assets
• Business succession
• Non-UK domicile
• Business and shareholder protection
• Year-end planning
• Long-term care
• Case studies

Admission to the Wealth Management programme at the London Academy of Trading typically requires applicants to possess a minimum of a high school diploma or equivalent qualification. Prospective students may need to demonstrate a basic proficiency in mathematics and finance-related subjects to ensure they can grasp core concepts covered during the programme. Applicants might also be required to submit proof of English language proficiency, such as IELTS or TOEFL scores, particularly if English is not their first language. Work experience in financial services or a related sector could be considered an asset but is not always mandatory for entry. The programme may also stipulate familiarity with fundamental economic principles and an understanding of financial markets to facilitate a smoother learning experience. Additionally, applicants are often expected to complete an application form, pay an application fee, and may be invited to attend an interview or assessment to evaluate their motivation and suitability for the programme.

The programme is designed to accommodate both beginners and those with some experience in finance, emphasizing practical skill development in wealth management strategies, investment analysis, portfolio management, financial planning, and client advisory services. Prior to enrollment, prospective students may be advised to undertake preparatory coursework or self-study modules provided by the institution to familiarize themselves with basic financial concepts. The course requirements could also include adherence to the academy’s code of conduct and professional standards, with completion of all coursework, assessments, and practical exercises necessary for certification. Conditions of enrollment such as maintaining academic progress, participating actively in class discussions, and ethical conduct are enforced throughout the duration of the programme. Overall, the programme aims to equip students with comprehensive knowledge and skills to pursue careers in wealth management, financial advisory, and private banking sectors, preparing them to meet regulatory standards and client expectations in a competitive financial environment.

Funding for the Wealth Management program at the London Academy of Trading can be sourced through various channels. Prospective students are encouraged to explore options such as personal savings, loans, scholarships, and financial aid packages that may be offered by the institution. The London Academy of Trading often provides information on installment plans or flexible payment schedules to help manage the cost of tuition fees. Additionally, students might consider external funding sources, including educational loans from banks or private lenders, which can offer competitive interest rates and repayment plans. Scholarships and bursaries are sometimes available based on merit or need, and students are advised to consult the academy’s official website or contact their admissions office for detailed eligibility criteria and application procedures. In some cases, students funded through employer sponsorship or industry-specific grants may also be eligible to enroll in the program. It’s important to carefully review all financial options and plan accordingly to ensure smooth progression through the course. The program’s cost structure, including tuition fees and any additional expenses such as study materials or examination fees, should be fully understood before enrollment. The London Academy of Trading strives to assist students in finding suitable financial solutions, and detailed information about specific funding opportunities can typically be obtained directly through their official communications.

Wealth Management programme at the London Academy of Trading offers a comprehensive curriculum designed to equip students with the essential skills and knowledge required to excel in the dynamic field of wealth management. The programme covers a broad range of topics including financial planning, investment strategies, portfolio management, taxation, estate planning, and client relationship management. Participants gain practical insights into asset allocation, risk management, and financial products tailored to high-net-worth individuals. The course is structured to blend theoretical understanding with practical application, utilizing real-world case studies, financial simulations, and interactive workshops to enhance learning outcomes. Students have opportunities to develop their analytical skills, learn about compliance and regulatory considerations, and understand the nuances of personalized wealth advisory services. The programme is suitable for aspiring financial advisors, private bankers, and finance professionals seeking to specialize in wealth management. It aims to provide a solid foundation for those aiming to obtain professional certifications or to advance their careers within financial institutions. The London Academy of Trading ensures that the curriculum remains aligned with industry standards and evolving market trends, preparing students to meet the challenges of modern wealth management with confidence. Throughout the programme, learners benefit from experienced instructors, access to cutting-edge trading platforms, and a vibrant network of industry professionals. Successful graduates are equipped to offer tailored financial solutions, manage client portfolios effectively, and operate ethically within the financial services sector. The programme's flexible delivery options include online, in-person, or hybrid formats to accommodate diverse learning preferences. Overall, the Wealth Management program at the London Academy of Trading provides a rigorous and practical education designed to foster expertise and professionalism in one of the most vital sectors of the financial industry.