75 Wealth Management courses

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

Overview of HR System Selection Essentials Take full control of your financial future with a strategy that puts you in charge. The Infinite Banking Concept Privatise Finance by using specially designed whole life insurance policies that pay dividends. Instead of relying on banks, you can build your own private banking system. This helps you keep more of your money and grow your wealth over time. In the UK, the financial services industry makes over £165 billion a year, yet this powerful method is often ignored. Traditional savings accounts give you less than 1% interest, but The Infinite Banking Concept Privatise Finance offers a better way to manage your money. This course teaches you how to set up your own banking system using The Infinite Banking Concept Privatise Finance. You’ll learn how to use your money for different needs while it keeps growing in the background. This gives you more control, more flexibility, and more security for the future. The goal is to help you build a system that supports your lifestyle and helps your money work harder for you. Many people have already used this method to create long-term wealth for their families. Now, it’s your turn. With the right knowledge and tools, you can break free from the limits of traditional banking. Start building your own financial system today with The Infinite Banking Concept Privatise Finance. By the end of this The Infinite Banking Concept Privatise Finance course, you will be able to: Understand the key ideas behind The Infinite Banking Concept Privatise Finance. Build a strong base for your personal wealth journey. Use private banking tools in your daily money management. Make smarter financial choices using banking strategies. Learn advanced ways to use your money more effectively. Spot possible risks and know how to handle them safely. Who is this course for? People who want more control over their money and are ready to become their own banker using The Infinite Banking Concept Privatise Finance. Business owners who want better ways to manage and grow their money. Financial experts who want to learn more about using life insurance to grow wealth. Anyone unhappy with traditional banks and looking for a personal banking system. Process of Evaluation After studying the The Infinite Banking Concept Privatise Finance Course, your skills and knowledge will be tested with an MCQ exam or assignment. You have to get a score of 60% to pass the test and get your certificate. Certificate of Achievement Certificate of Completion - Digital / PDF Certificate After completing the The Infinite Banking Concept Privatise Finance Course, you can order your CPD Accredited Digital / PDF Certificate for £5.99. (Each) Certificate of Completion - Hard copy Certificate You can get the CPD Accredited Hard Copy Certificate for £12.99. (Each) Shipping Charges: Inside the UK: £3.99 International: £10.99 Requirements There is no prerequisite to enrol in this The Infinite Banking Concept Privatise Finance course. Career Path After completing the The Infinite Banking Concept Privatise Finance course, you could work in roles such as: Financial Advisor (Infinite Banking Specialist) – £35K to £65K/year Wealth Management Consultant – £45K to £80K/year Life Insurance Broker – £30K to £70K/year Estate Planning Specialist – £40K to £75K/year Private Banking Relationship Manager – £50K to £90K/year Course Curriculum Module 1: Introduction to the Infinite Banking Concept 00:16:00 Module 2: Building a Strong Foundation 00:20:00 Module 3: The Infinite Banking Concept Explained 00:18:00 Module 4: Applying the Infinite Banking Concept 00:17:00 Module 5: Advanced Strategies and Optimisations 00:21:00 Module 6: Mitigating Risks and Best Practices 00:19:00

3 Day Intensive Forex Trader Training Programme.

Self, Health & Wealth - Women In Business Leadership Programme £149 per month (6 Month Programme) Designed for ambitious women who are ready to elevate their leadership potential, including: Aspiring Leaders: Women who are seeking to step into leadership roles but may feel held back by self-doubt, imposter syndrome, or lack of confidence. Mid-level Managers: Women already in management who want to refine their leadership skills, increase their visibility, and breakthrough to senior leadership positions. Entrepreneurs and Business Owners: Women who run their own businesses and are looking to build resilience, manage their health, and secure financial empowerment to lead with impact. Women Seeking Career Advancement: Professionals who want to strengthen their personal brand, develop effective communication strategies, and learn how to negotiate and advocate for their financial worth. Programme Structure Over 6 Months 3 x Online Masterclasses: Jan/March/May 2025 3 x Face-to-Face Seminars: Feb/April/June 2025 3 x 1:1 Online Coaching Sessions: Booked to accommodate your schedule and individual learning objectives. Core topics 1. Self-Development: Breaking Personal Barriers Understanding Leadership Identity: Gain clarity on your leadership style and strengths. Learn how to align your values with your professional goals to create a purpose-driven leadership approach. Overcoming Self-Doubt: Strategies to build confidence and combat imposter syndrome. Identify mental barriers and limiting beliefs that may hold you back and unlock your leadership potential. Personal Brand Development: Craft an authentic personal brand and establish visibility in your organisation or industry. Enhance your influence with effective communication strategies and master delivering impactful presentations that showcase your expertise and boost your leadership presence. 2. Health and Resilience: Leading with Energy Building Resilience: Learn how to maintain resilience under pressure, adapt to change, and manage stress effectively. Explore strategies for bouncing back from setbacks and sustaining peak performance. Work-Life Integration: Practical tools for achieving a balance between professional ambitions and personal well-being. Discover how to create boundaries, manage energy levels, and ensure self-care remains a priority. Mental and Emotional Wellness: Techniques for fostering mental clarity and emotional intelligence. Learn how to cultivate mindfulness, manage negative emotions, and stay motivated during challenging times. 3. Wealth and Financial Empowerment: Owning Your Future Financial Literacy for Leaders: Understand key financial concepts and how they impact decision-making at the leadership level. Learn how to manage budgets and understand financial reports. Negotiating for Success: Master the art of negotiation to advocate for fair compensation, promotions, and leadership opportunities. Learn how to confidently ask for what you’re worth and break through the gender pay gap. Building Sustainable Wealth: Develop long-term financial strategies to secure your financial independence. From building income streams to planning for the future, learn how to make empowered financial decisions. For more information email: engage@puritas.org.uk or visit www.puritas.org.uk

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