Global Certificate Course in Wealth Succession Planning for Baby Boomers

Tuesday, 17 February 2026 22:44:08

International applicants and their qualifications are accepted

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Overview

Overview

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Wealth Succession Planning is crucial for Baby Boomers.


This Global Certificate Course equips you with the knowledge and skills to effectively manage estate planning and wealth transfer.


Learn about tax optimization strategies, trust structures, and international implications of wealth succession planning.


Designed for Baby Boomers facing inheritance and legacy issues, this course offers practical solutions.


Gain confidence in protecting your family's financial future through comprehensive wealth succession planning.


Enroll now and secure your family's legacy. Explore the course details today!

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Wealth Succession Planning is crucial for Baby Boomers, and our Global Certificate Course provides the essential knowledge and skills to navigate this complex area. Gain expert insights into estate planning, tax optimization, and family governance. This comprehensive program enhances your career prospects in financial advising, family office management, or private wealth management. Unique case studies and interactive sessions foster practical application, preparing you for real-world challenges. Develop a strong understanding of international wealth transfer and trust structures. Become a trusted advisor, expertly guiding clients through the intricacies of wealth transition. Secure your legacy with our Global Certificate Course in Wealth Succession Planning.

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Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• Understanding Baby Boomer Wealth & Inheritance Challenges
• Estate Planning Fundamentals: Wills, Trusts & Probate
• Tax Implications of Wealth Transfer: Gift & Estate Taxes
• Advanced Wealth Succession Planning Strategies: Irrevocable Trusts & Charitable Giving
• Family Dynamics & Communication in Wealth Transfer
• Asset Protection & Risk Management for Baby Boomers
• Digital Asset Management & Succession Planning
• Ethical Considerations & Fiduciary Responsibilities in Wealth Transfer
• Succession Planning for Family Businesses (Business Succession Planning)
• Retirement Planning & Wealth Preservation Strategies for Baby Boomers

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 & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): 140
2 months (Standard mode): 90

40% Cheaper

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

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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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

Career Role Description
Wealth Management Advisor (Baby Boomer Focus) Specialises in advising Baby Boomers on wealth succession strategies, including tax optimisation and estate planning. High demand due to the aging population.
Financial Planner (Succession Planning) Creates comprehensive financial plans for Baby Boomers encompassing retirement planning, legacy planning, and wealth transfer to heirs. Growing industry need.
Estate Planning Lawyer (Inheritance Tax Specialist) Advises on all aspects of estate planning, specifically focusing on minimizing inheritance tax liabilities for high-net-worth Baby Boomers. Strong future prospects.
Trust & Probate Specialist Manages trusts and administers probate matters, ensuring smooth wealth transfer according to the wishes of deceased Baby Boomers. Essential role within wealth succession.

Key facts about Global Certificate Course in Wealth Succession Planning for Baby Boomers

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This Global Certificate Course in Wealth Succession Planning for Baby Boomers equips participants with the essential knowledge and skills to effectively manage and transfer wealth across generations. The program addresses the unique challenges and opportunities faced by Baby Boomers in planning their financial legacy.


Learning outcomes include a comprehensive understanding of estate planning strategies, tax optimization techniques relevant to wealth transfer, and the ethical considerations involved in family wealth management. Participants will also gain proficiency in creating robust succession plans, encompassing both financial and non-financial assets.


The course duration is typically flexible, offering both self-paced and instructor-led options to suit individual learning styles and schedules. This adaptability is a key advantage for busy professionals seeking to enhance their expertise in wealth succession planning.


The course holds significant industry relevance, catering to the growing demand for professionals skilled in handling the complex financial needs of aging populations and their families. This includes financial advisors, estate planners, lawyers specializing in trusts and estates, and family office managers. Graduates gain a competitive edge in this specialized field, improving career prospects and earning potential.


Upon successful completion, participants receive a globally recognized certificate in Wealth Succession Planning, validating their expertise and enhancing their credibility within the wealth management industry. The curriculum incorporates real-world case studies and interactive exercises, ensuring practical application of the learned concepts. This practical approach differentiates this program, setting it apart from purely theoretical courses.


Further, the curriculum covers various aspects of asset protection, charitable giving, and international wealth transfer, making it a holistic and comprehensive program for professionals seeking to master the intricacies of Global Wealth Management. The emphasis on best practices ensures alignment with international standards and regulations.

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Why this course?

A Global Certificate Course in Wealth Succession Planning is increasingly significant for Baby Boomers in the UK. The UK's aging population presents a unique challenge: effectively transferring wealth to the next generation. With inheritance tax a major concern, and the Office for National Statistics projecting a rise in the over-65 population to over 17 million by 2039, proactive wealth succession planning becomes crucial. This course addresses this urgent need, equipping participants with the knowledge and skills to navigate complex tax laws, estate planning, and intergenerational wealth transfer strategies. The course further equips professionals with the competencies required by the evolving industry, enhancing their value in a competitive market.


Age Group Estimated Wealth (Billions GBP)
55-64 150
65-74 200
75+ 120

Who should enrol in Global Certificate Course in Wealth Succession Planning for Baby Boomers?

Ideal Audience for Global Certificate Course in Wealth Succession Planning Key Characteristics
Baby Boomers (born 1946-1964) Facing retirement, significant accumulated assets (property, investments, pensions), concerned about legacy and family's financial future. With approximately 12 million Baby Boomers in the UK, many are actively seeking solutions for effective estate and wealth transfer.
High-Net-Worth Individuals (HNWIs) Possessing complex assets requiring sophisticated wealth management and succession strategies. They need comprehensive understanding of international tax implications and cross-border planning.
Family Business Owners Seeking to ensure the smooth transition of their business and wealth to the next generation, minimizing disruption and tax liabilities. Succession planning is vital for maintaining family control and business continuity.
Financial Professionals Advisors, planners, and lawyers seeking to enhance their expertise in wealth succession planning and offer clients more advanced services. Expanding knowledge on international wealth management is essential for competitive advantage.