69 Wealth Management courses delivered On Demand

This course is for tax professionals, students of ADIT (sitting the Banking module) and other persons interested in gaining enhanced knowledge of tax issues in the banking and finance sector. Persons on this course will learn about global and regional tax policies and how they relate to investment banking, capital markets, global markets, asset financing, asset management, private banking and wealth management. Learning: Self Paced Mode of assessment: 50 MCQs (80% Pass mark) Award : MOJITAX certificate of knowledge, and ADIT Module 3.05 (exam preparation). Author: MojiTax Start date: NA Duration: Self Paced ADIT/MOJITAX Blended Syllabus The curriculum of the course encompasses the syllabus of the Chartered Institute of Taxation's Advanced Diploma in International Taxation, Module 3.05. Additionally, practical concerns for tax practitioners are also covered. Upon completion of the module, participants are expected to have solid understanding of Banking taxation and confidently pass the ADIT Module 3.05 Banking option in either June or December. Professional Exam Focused At MojiTax, we understand that our students want to be well-prepared for their Advanced Diploma in International Taxation (ADIT) professional exam. That's why our Banking training is exam-focused. Our course is structured to cover all the topics and concepts needed for success on the exam. We also align our training with the ADIT syllabus, ensuring that each section of our program corresponds to the exam's content.  How we support our students MojiTax supports students on the course in several ways. Firstly, the course is self-paced, meaning students can work through the material at their own pace and have access to it 24/7. Secondly, the course is designed to be exam-focused, ensuring that students are well-prepared to take the ADIT professional exam. Finally, MojiTax aims to respond to all inquiries from students within 24 working hours, ensuring that students receive prompt support and assistance when needed. Our resources Our students have access to a range of training materials and assessments designed to support their learning and progress. These include: Presentations: E-Textbook: Intergovernmental Materials: Access to relevant intergovernmental materials, such as tax treaties, OECD guidelines, and other relevant publications. Multiple-Choice Questions: ADIT Revision Questions: MojiTax Exam 01 Introduction Introduction to Mojitax Banking TaxationIntroduction to MojiTax Banking TaxationADIT/CIOT websiteADIT Syllabus: Banking 02 Part 1: Fundamental tax issues - 10% Presentation: Fundamental tax issuesChapter 1: Fundamental tax issuesQuiz 1: Test your knowledge 03 Part 2: Banking regulations and tax implications of bank operating models and capital/funding allocations - 20% Presentation: Banking regulations and tax implications of bank operating models and capital/funding allocationsChapter 2: Banking regulations and tax implications of bank operating models and capital/funding allocationsQuiz 2: Test your knowledgeADIT Style Questions with Model Answers 04 Part 3: Tax implications for banking activities - 20% Presentation: Tax implications for banking activitiesChapter 3: Tax implications for banking activitiesQuiz 3: Test your knowledgeADIT Style Questions with Model Answers 05 Part 4: Transaction taxes and withholding taxes - 15% Presentation: Transaction taxes and withholding taxesChapter 4: Transaction taxes and withholding taxesQuiz 4: Test your knowledgeADIT Style Questions with Model Answers 06 Part 5: Special topics - 20% Presentation: Special topicsChapter 5: Special topicsQuiz 5: Test your knowledgeADIT Style Questions with Model Answers 07 Part 6: The OECD and EU context - 15% Presentation: OECD and EU contextChapter 6: OECD and EU contextQuiz 6: Test your knowledgeADIT Style Questions with Model Answers 08 Examination & Certificate Assessment GuidanceAssessment & Certificate PortalModule Feedback

Property Investment, learn to get rich slowly, steadily, consistently, by knowing how to find, assess and manage a property investment. Key skills expert property investors use everyday, that make the difference between property headaches and financial freedom through Property Wealth Creation.

Unlock your potential, embrace abundance, and step into a future of limitless wealth. Join our Holistic Money Blocks Masterclass and discover the power within you to create the financial life of your dreams.

🌟 Unleash Your Financial Potential with the Rapid Wealth Generation Program! 🌟   Are you ready to unlock the secrets to financial success and accelerate your wealth creation journey? Introducing our exclusive Rapid Wealth Generation Program - your ultimate roadmap to financial freedom! In this comprehensive online course, you'll gain access to cutting-edge strategies, time-tested principles, and actionable steps designed to help you skyrocket your income and build lasting wealth, regardless of your starting point.   What You'll Discover: ✨ Proven Wealth Building Techniques: Learn the insider strategies utilized by successful entrepreneurs and investors to generate substantial wealth rapidly. ✨ Financial Mindset Mastery: Uncover the mindset shifts crucial for attracting abundance and creating a wealth-conscious approach to money. ✨ Investment Fundamentals: Gain insights into various investment vehicles, from stocks and real estate to passive income streams, and make informed decisions to grow your wealth. ✨ Income Multiplication Tactics: Explore innovative methods to diversify income sources and amplify your earnings potential. ✨ Risk Management Strategies: Master the art of mitigating risks and safeguarding your wealth for long-term financial security.   Why Choose Our Program? 🚀 Expert Guidance: Benefit from the wisdom of seasoned financial experts and successful wealth builders who will guide you every step of the way. 🚀 Actionable Insights: Get practical, actionable advice and step-by-step techniques that you can implement immediately for tangible results. 🚀 Flexibility and Convenience: Access the course content anytime, anywhere, at your pace, fitting seamlessly into your busy lifestyle. 🚀 Community Support: Join a vibrant community of like-minded individuals, share experiences, and network with others on the same wealth-building journey.   Don't miss this chance to take control of your financial future and accelerate your path to abundance. Join the Rapid Wealth Generation Program today and pave the way for a prosperous tomorrow! Enroll now to embark on your journey toward financial success! 🌟💸📈 Course Curriculum

Overview With the ever-increasing demand for Wealth Building in personal & professional settings, this online training aims at educating, nurturing, and upskilling individuals to stay ahead of the curve - whatever their level of expertise in Wealth Building may be. Learning about Wealth Building or keeping up to date on it can be confusing at times, and maybe even daunting! But that's not the case with this course from Compete High. We understand the different requirements coming with a wide variety of demographics looking to get skilled in Wealth Building . That's why we've developed this online training in a way that caters to learners with different goals in mind. The course materials are prepared with consultation from the experts of this field and all the information on Wealth Building is kept up to date on a regular basis so that learners don't get left behind on the current trends/updates. The self-paced online learning methodology by compete high in this Wealth Building course helps you learn whenever or however you wish, keeping in mind the busy schedule or possible inconveniences that come with physical classes. The easy-to-grasp, bite-sized lessons are proven to be most effective in memorising and learning the lessons by heart. On top of that, you have the opportunity to receive a certificate after successfully completing the course! Instead of searching for hours, enrol right away on this Wealth Building course from Compete High and accelerate your career in the right path with expert-outlined lessons and a guarantee of success in the long run. Who is this course for? While we refrain from discouraging anyone wanting to do this Wealth Building course or impose any sort of restrictions on doing this online training, people meeting any of the following criteria will benefit the most from it: Anyone looking for the basics of Wealth Building , Jobseekers in the relevant domains, Anyone with a ground knowledge/intermediate expertise in Wealth Building , Anyone looking for a certificate of completion on doing an online training on this topic, Students of Wealth Building , or anyone with an academic knowledge gap to bridge, Anyone with a general interest/curiosity Career Path This Wealth Building course smoothens the way up your career ladder with all the relevant information, skills, and online certificate of achievements. After successfully completing the course, you can expect to move one significant step closer to achieving your professional goals - whether it's securing that job you desire, getting the promotion you deserve, or setting up that business of your dreams.    Course Curriculum Module 1_ Introduction to Wealth Introduction to Wealth 00:00 Module 2_ Choosing Vocation Choosing Vocation 00:00 Module 3_ Virtues of the Self Virtues of the Self 00:00 Module 4_ General Business Advice General Business Advice 00:00 Module 5_ Important Habits Important Habits 00:00 Module 6_ Selling Your Business Selling Your Business 00:00

Overview With the ever-increasing demand for Wealth Building in personal & professional settings, this online training aims at educating, nurturing, and upskilling individuals to stay ahead of the curve - whatever their level of expertise in Wealth Building may be. Learning about Wealth Building or keeping up to date on it can be confusing at times, and maybe even daunting! But that's not the case with this course from Compete High. We understand the different requirements coming with a wide variety of demographics looking to get skilled in Wealth Building . That's why we've developed this online training in a way that caters to learners with different goals in mind. The course materials are prepared with consultation from the experts of this field and all the information on Wealth Building is kept up to date on a regular basis so that learners don't get left behind on the current trends/updates. The self-paced online learning methodology by compete high in this Wealth Building course helps you learn whenever or however you wish, keeping in mind the busy schedule or possible inconveniences that come with physical classes. The easy-to-grasp, bite-sized lessons are proven to be most effective in memorising and learning the lessons by heart. On top of that, you have the opportunity to receive a certificate after successfully completing the course! Instead of searching for hours, enrol right away on this Wealth Building course from Compete High and accelerate your career in the right path with expert-outlined lessons and a guarantee of success in the long run. Who is this course for? While we refrain from discouraging anyone wanting to do this Wealth Building course or impose any sort of restrictions on doing this online training, people meeting any of the following criteria will benefit the most from it: Anyone looking for the basics of Wealth Building , Jobseekers in the relevant domains, Anyone with a ground knowledge/intermediate expertise in Wealth Building , Anyone looking for a certificate of completion on doing an online training on this topic, Students of Wealth Building , or anyone with an academic knowledge gap to bridge, Anyone with a general interest/curiosity Career Path This Wealth Building course smoothens the way up your career ladder with all the relevant information, skills, and online certificate of achievements. After successfully completing the course, you can expect to move one significant step closer to achieving your professional goals - whether it's securing that job you desire, getting the promotion you deserve, or setting up that business of your dreams.  Course Curriculum Module 1_ Introduction to Wealth Introduction to Wealth 00:00 Module 2_ Choosing Vocation Choosing Vocation 00:00 Module 3_ Virtues of the Self Virtues of the Self 00:00 Module 4_ General Business Advice General Business Advice 00:00 Module 5_ Important Habits Important Habits 00:00 Module 6_ Selling Your Business Selling Your Business 00:00

Description We all want to save money on our taxes, especially ultra wealthy taxpayers who are hit the hardest by the nation's highest tax percentages. The point is that the rich are able to avoid taxes through legal processes. Some mega-rich may use sketchy methods to avoid taxes, and everyone's definition of sketchy is different. However, most of the mega-rich use superior understanding of the tax laws to take advantage of all of the legal methods available to reduce their taxes. The US Tax Management Course stands to teach you those methods about taxes you should know. You will learn to save money on your taxes, build wealth in a tax efficient way, retire without paying any taxes on your income, and more.  What Will I Learn? Save money during tax season Reduce the amount of taxable income on their tax return Build wealth faster by saving money on taxes Complete their taxes with little stress Avoid an audit by the IRS Requirements Pencil and paper to take notes Who is the target audience? Anyone who wants to pay less in taxes Introduction Everything You Need to Know About Taxes Introduction: Why the Rich Get Richer FREE 00:07:00 The History of Taxes & Marginal Rates A Brief History of Taxes in America FREE 00:12:00 Understanding Marginal Tax Rates 00:06:00 Deductions & Credits How to Maximize Tax Deductions 00:11:00 How to Maximize Tax Credits 00:11:00 Retirement Accounts & FATCA Building Wealth Through Tax Efficient Retirement Accounts 00:13:00 Taxes on Foreign Earned Income and Assets 00:10:00 Strategies of the Wealthy Using CPAs & Tax Preparation Software 00:06:00 Tax Tips & Tricks of the Wealthy 00:07:00 How to Avoid an Audit by the IRS 00:08:00 Conclusion: Bringing it All together Creating a Wealth Building Tax Strategy 00:04:00

Be Rich but first Develop a Wealthy Mindset Do you have the desire to earn money and be a rich person? Then why can't you? It is because you do not have the right mindset. To obtain the type of financial independence you've been dreaming about all your life, you must learn to develop a Wealthy Mindset. This Wealthy Mindset, the very act of focusing on your money, will dramatically improve the decisions you make with regard to it. Wealthy people who invest more time planning their finances invariably make better decisions, get better results, and achieve financial independence. Your ability to choose excellent financial advisors can be the critical factor in making good investment decisions. Carefully consider every expenditure before you make it. This course will teach you everything about having a wealthy mindset and will guide you on your path to becoming a rich and financially independent person. As the result of becoming financially successful over a long period of time, you will feel truly happy and satisfied with yourself, and with every other part of your life. Course Highlights Wealth Secrets is an award winning and the best selling course that has been given the CPD Certification & IAO accreditation. It is the most suitable course anyone looking to work in this or relevant sector. It is considered one of the perfect courses in the UK that can help students/learners to get familiar with the topic and gain necessary skills to perform well in this field. We have packed Wealth Secrets into 7 modules for teaching you everything you need to become successful in this profession. To provide you ease of access, this course is designed for both part-time and full-time students. You can become accredited in just 5 hours, 45 minutes hours and it is also possible to study at your own pace. We have experienced tutors who will help you throughout the comprehensive syllabus of this course and answer all your queries through email. For further clarification, you will be able to recognize your qualification by checking the validity from our dedicated website. Why You Should Choose Wealth Secrets Lifetime access to the course No hidden fees or exam charges CPD Accredited certification on successful completion Full Tutor support on weekdays (Monday - Friday) Efficient exam system, assessment and instant results Download Printable PDF certificate immediately after completion Obtain the original print copy of your certificate, dispatch the next working day for as little as £9. Improve your chance of gaining professional skills and better earning potential. Who is this Course for? Wealth Secrets is CPD certified and IAO accredited. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic backgrounds. Requirements Our Wealth Secrets is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. Career Path You will be ready to enter the relevant job market after completing this course. You will be able to gain necessary knowledge and skills required to succeed in this sector. All our Diplomas' are CPD and IAO accredited so you will be able to stand out in the crowd by adding our qualifications to your CV and Resume. Introduction 00:30:00 Creating a Wealth Foundation Series: Earning Financial Freedom 01:00:00 Cutting Corners Where They Matter 01:00:00 Tips to Invest and Manage Your Wealth: Becoming Truly Wealthy 01:00:00 How to Protect Your Money 01:00:00 Protecting Your Money 01:00:00 Conclusion 00:15:00 Mock Exam Final Exam

Description: In this course, you will be learning how to create a wealthy foundation and earn financial freedom since you will be encountering lifestyle evaluation and development of wealthy mindset. There is no shortcut to instant wealth. Being rich means playing a game that lasts for years. The truly wealthy not only look forward to this game but also look forward to playing it. By following these timeless secrets, you learn the value of hard work, patience and reap the rewards for years to come. Never be complacent and put off your wealth creation for tomorrow. True wealth and real wealth starts by making these changes today. Break that piggy bank and start investing now.  Wealth creation is both a complex strategy and a waiting game but by following the strategies and tips taught in this course you can be on your way to true wealth, a comfortable lifestyle and living your life financially free. You will learn how to conduct an investigation and management of your wealth. This course will also teach you how to make and protect your money efficiently.  Who is the course for? Professionals who help people become wealthy with their mindset. People who have an interest in developing their wealthy mindset. Entry Requirement: This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Assessment:  At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hardcopy at a cost of £39 or in PDF format at a cost of £24. PDF certificate's turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognised accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path: The Develop Wealthy Mindset course is a useful qualification to possess, and would be beneficial for the following careers: Career Advisers Counsellors Financial Advisers Human Resource Specialists Life Coaches. Develop Wealthy Mindset Introduction 00:15:00 Creating a Wealth Foundation Series: Earning Financial Freedom 01:00:00 Cutting Corners Where They Matter 01:00:00 Tips to Invest and Manage Your Wealth: Becoming Truly Wealthy 01:00:00 How to Protect Your Money 01:00:00 Protecting Your Money 00:30:00 Conclusion 00:15:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00