The Certificate in Private Wealth Management is Equalifi’s exam-based qualification for professionals who advise, or want to advise, HNI and UHNI clients. It recognises a sound understanding of the full private wealth agenda, from investments and portfolio construction to taxation, cross-border planning, protection, estate and succession, regulation and ethics.
The Certificate follows the full EPS syllabus, covering the private wealth landscape, client discovery and wealth planning, behavioural finance, regulation, economics and capital markets, equities, fixed income, mutual funds, SIFs and managed portfolios, alternative investments, real estate, portfolio construction, manager selection, performance measurement, risk management, taxation, cross-border planning, credit and liquidity solutions, protection and retirement, estate planning and trusts, business owners and liquidity events, philanthropy, family dynamics, ethics, practice management and WealthTech.
The Certificate in Private Wealth Management is assessed through a single MCQ examination, which is also Level 1 of the Equalified Private Wealth Strategist (EPS) designation.
Pathway to the EPS designation
| Award | Assessment | What it recognises |
|---|---|---|
| Certificate in Private Wealth Management | MCQ Examination | Structured knowledge across the full EPS syllabus |
| Equalified Private Wealth Strategist (EPS) | MCQ Examination, plus Project and Viva | The ability to apply that knowledge in practice, with sound professional and ethical judgement |
Holders of the Certificate in Private Wealth Management may continue to the project and viva at any time to earn the EPS designation, without retaking the examination.
Who should take the exam?
Relationship managers, private bankers, wealth managers, investment advisers, portfolio managers, mutual fund distributors moving into private wealth, multi-family office professionals, and tax, legal and trust professionals who work alongside wealth advisers.
Important
The Certificate in Private Wealth Management is an educational qualification awarded by Equalifi. It does not constitute a regulatory licence or authorisation to provide investment, legal or tax advice, manage portfolios or distribute financial products.