About this template
Whether it is for one person or a whole group, the Copper Double-Border Wealth Management Certificate gives finance teams, accountancy tutors and banks a clean way to record training that has been completed. It is shown here in copper, with a double border, Trirong headings and Jost for the smaller text. You will also find it under Course Completion and Achievement on CerShare.
Suggested wording
Copy one of these lines into the certificate, then replace the words in brackets.
[Name] has successfully completed Wealth Management and is competent in the procedures covered. Valid until [Expiry date].
This certifies that [Name] has completed Wealth Management ([4] CPD hours) on [Date], delivered by [Trainer].
Awarded to [Name] for completing Wealth Management in line with [Standard or policy].
How to customise it
Click any line to change it: the recipient’s name, the wording, the date, model portfolio, hours and client cases and the signatures. Fonts can be swapped too; the defaults are Trirong and Jost. Choose A4, US Letter or A3, in landscape or portrait, and the layout rearranges itself to fit. Prefer another look? Switch to the Private Green or Navy & Champagne colour scheme, or pick any colour you like. You can also upload a logo or a photo and place it anywhere on the page.
Printing tips
A smooth, bright white card stock (about 65–80 lb cover) gives the cleanest finish. Print one copy on plain paper first to check the spelling and the margins. It fits a standard certificate frame or a document folder.
