Wealth Management and Financial Planning Essentials
Completed by Jacob Notkin
August 9, 2026
5 hours (approximately)
Jacob Notkin's account is verified. Coursera certifies their successful completion of Wealth Management and Financial Planning Essentials
What you will learn
Analyze client needs, risk profiles, and financial goals to develop suitable wealth strategies.
Evaluate investment products including equities, debt, mutual funds, real estate, and derivatives.
Apply portfolio management, financial planning, and risk management techniques for wealth creation.
Skills you will gain
- Category: Financial Services
- Category: Insurance
- Category: Financial Management
- Category: Estate Planning
- Category: Return On Investment
- Category: Real Estate
- Category: Derivatives
- Category: Analysis
- Category: Loans
- Category: Planning
- Category: Wealth Management
- Category: Investments
