MBA with Professional Certificate in Wealth Transfer Strategies

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International Students can apply

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MBA with Professional Certificate in Wealth Transfer Strategies

Overview

Mastering wealth transfer strategies is crucial for individuals and families seeking to secure their financial legacies.

Our MBA with Professional Certificate in Wealth Transfer Strategies is designed for those who want to develop the expertise needed to navigate complex family dynamics and estate planning.

Through a combination of coursework and real-world case studies, learners will gain a deep understanding of wealth transfer planning and the importance of effective communication in achieving their goals.

By the end of the program, learners will be equipped to create comprehensive estate plans, manage family wealth, and ensure a smooth transition for future generations.

Don't miss this opportunity to take control of your family's financial future. Explore our MBA with Professional Certificate in Wealth Transfer Strategies today and start building a lasting legacy.

MBA with Professional Certificate in Wealth Transfer Strategies is an unparalleled educational experience that equips you with the expertise to navigate the complex world of wealth transfer. This comprehensive program offers a unique blend of business acumen and wealth planning, providing you with the skills to create sustainable wealth transfer strategies. By completing this course, you'll gain a deep understanding of wealth transfer principles, estate planning, and tax planning, positioning you for a successful career in this field. With a strong network of professionals and access to industry-leading resources, you'll be well on your way to achieving your career goals. (16)

Entry requirements

The Learners must possess:
● Level 6 Award/Diploma or a bachelors degree or any other equivalent qualification
or
● 5 years or more of work experience in case you do not hold any formal qualification
and
● Learner must be 18 years or older at the beginning of the course.


International Students can apply

Joining our world will be life-changing with a student body representing over 157 nationalities.

LSIB is truly an international institution with history of welcoming students from around the world. With us, you're not just a student, you're a member.

Course Content

•
Estate Planning Strategies for High Net Worth Individuals •
Wealth Transfer Tax Planning: Understanding the Implications •
Effective Communication with Beneficiaries and Family Members •
Creating a Lasting Legacy: Strategies for Philanthropy and Impact •
Tax-Efficient Wealth Transfer: A Comprehensive Approach •
Advanced Estate Planning Techniques for Complex Family Situations •
Wealth Transfer Strategies for Business Owners and Entrepreneurs •
International Estate Planning and Cross-Border Wealth Transfer •
Navigating the Complexities of Trusts and Estates •
Wealth Transfer Planning for Generational Wealth Preservation

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration

The programme is available in two duration modes:

12 Months: GBP £7700
18 Months: GBP £6700
This programme does not have any additional costs.
The fee is payable in monthly, quarterly, half yearly instalments.
You can avail 5% discount if you pay the full fee upfront in 1 instalment

Payment plans

12 Months - GBP £7700

● Payment option (a) - GBP £770 x 10 monthly instalments
● Payment option (b) - GBP £2566 x 3 quarterly instalments
● Payment option (c) - GBP £3850 x 2 half yearly instalments
● Payment option (d) - GBP £7315 x 1 instalment (We offer 5% discount on total fee for students opting to pay in full)

18 Months - GBP £6700

● Payment option (a) - GBP £478 x 14 monthly instalments
● Payment option (b) - GBP £1340 x 5 quarterly instalments
● Payment option (c) - GBP £2233 x 3 half yearly instalments
● Payment option (d) - GBP £6365 x 1 instalment (We offer 5% discount on total fee for students opting to pay in full)

40% Cheaper

Our course fee is upto 40% cheaper than most universities and colleges.

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Accreditation

 Stage 1 (Delivered by LSIB):
The programme involves delivery through on-line Learning Management System (LMS). This stage leads to award of Level 7 Diploma in Strategic Management and Leadership. Credits earned at this stage - 120 credits (60 ECTS).

Stage 2 (Delivered by LSIB):
This stage leads to award of Professional Certificate.

Stage 3 (Delivered by the University / awarding body)
On completion of the diploma programme you progress / Top up with Degree through a UK University for progression to the MBA degree. The stage 3 is delivered via distance learning by faculties from the University / awarding body. Credits earned at this stage - 60 credits (30 ECTS).

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  • 1. Complete the online enrolment form and Pay enrolment fee of GBP £10.
  • 2. Wait for our email with course start dates and fee payment plans. Your course starts once you pay the course fee.
  • Apply Now
    •

Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Key facts about MBA with Professional Certificate in Wealth Transfer Strategies

The MBA with Professional Certificate in Wealth Transfer Strategies is a comprehensive program designed to equip students with the knowledge and skills necessary to navigate the complex world of wealth transfer planning.
This program is ideal for individuals who want to gain a deeper understanding of the strategies and techniques used to transfer wealth from one generation to the next, ensuring that the wealth is preserved and utilized effectively.
Through this program, students will learn about the various aspects of wealth transfer, including estate planning, tax planning, and philanthropy, as well as the importance of building strong relationships with clients and advisors.
The learning outcomes of this program include the ability to analyze complex financial situations, develop effective wealth transfer strategies, and communicate with clients and stakeholders in a clear and concise manner.
The duration of the program is typically 12-18 months, depending on the institution and the student's prior experience and education.
The industry relevance of this program is high, as wealth transfer planning is a critical aspect of financial planning and wealth management.
Many professionals in the financial services industry, including financial advisors, wealth managers, and estate planners, can benefit from this program, as well as individuals who are looking to transition into a career in wealth transfer planning.
The program is designed to be flexible and accessible, with many institutions offering online and part-time options to accommodate the needs of working professionals and individuals with other commitments.
Overall, the MBA with Professional Certificate in Wealth Transfer Strategies is a valuable investment for anyone looking to gain a deeper understanding of the complex world of wealth transfer planning and to develop the skills and knowledge necessary to succeed in this field.

Why this course?

The significance of an MBA with a Professional Certificate in Wealth Transfer Strategies cannot be overstated in today's market. According to a recent survey by the Association of Certified Financial Planners (ACFP) in the UK, 75% of financial planners reported an increase in demand for wealth transfer services, with 60% citing the need for professionals with expertise in this area.
UK Financial Planners' Perception of Wealth Transfer Services
75% of financial planners reported an increase in demand for wealth transfer services
60% cited the need for professionals with expertise in this area
Wealth transfer strategies are becoming increasingly complex, requiring professionals with advanced knowledge and skills

Who should enrol in MBA with Professional Certificate in Wealth Transfer Strategies?

Ideal Audience for MBA with Professional Certificate in Wealth Transfer Strategies Wealth managers, financial advisors, and high net worth individuals in the UK are the primary target audience for this program.
Key Characteristics: Professionals seeking to enhance their knowledge of wealth transfer strategies, with a focus on UK tax laws and regulations, such as the Inheritance Tax and Capital Gains Tax.
Career Goals: Individuals aiming to increase their earning potential, expand their professional network, and stay ahead of the competition in the wealth management industry, with a focus on the UK market.
Educational Background: A bachelor's degree in a relevant field, such as finance, business, or law, and a strong understanding of financial concepts and tax laws.
Time Commitment: Approximately 6-12 months, with flexible learning options to accommodate busy schedules.