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  • Pre Retirement Financial Strategies

Results for "pre-retirement financial strategies"


  • Status: Free Trial
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    U

    University of Pennsylvania

    FinTech: Foundations, Payments, and Regulations

    Skills you'll gain: FinTech, Credit/Debit Card Processing, Financial Services, Payment Processing, Technology Strategies, Investments, Asset Management, Wealth Management, Environmental Social And Corporate Governance (ESG), Financial Regulations, Entrepreneurial Finance, Innovation, Consumer Behaviour

    4.6
    Rating, 4.6 out of 5 stars
    ·
    2.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
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    I

    Institute for the Future

    Life After COVID-19: Get Ready for our Post-Pandemic Future

    Skills you'll gain: Organizational Leadership, Visionary, Crisis Management, Forecasting, Resilience, Risk Analysis, Adaptability, Systems Thinking, Strategic Thinking, Innovation, Change Management, Trend Analysis, Social Justice

    4.8
    Rating, 4.8 out of 5 stars
    ·
    55 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    B

    Board Infinity

    BFSI Career Roadmap: Roles, Skills, and Industry Trends

    Skills you'll gain: Financial Services, Banking, Compensation Analysis, Financial Sales, Investment Banking, Financial Management, Commercial Banking, Private Equity, Retail Banking, Project Finance, Financial Modeling, FinTech, Financial Statement Analysis, Actuarial Science, Emerging Technologies, Trend Analysis, Corporate Finance, Digital Transformation, Credit Risk, Risk Management

    Beginner · Course · 1 - 3 Months

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    A

    Alfaisal University | KLD

    إدارة الثروات | Wealth Management

    Skills you'll gain: Wealth Management, Asset Management, Portfolio Management, Investment Management, Financial Planning, Financial Management, Financial Analysis

    4.9
    Rating, 4.9 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • C

    Coursera

    Portfolio Diversification using Correlation Matrix

    Skills you'll gain: Portfolio Management, Financial Management, Risk Management, Investment Management, Financial Market, Financial Modeling, Investments, Correlation Analysis, Analysis, Statistics

    4.5
    Rating, 4.5 out of 5 stars
    ·
    290 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Preview
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    H

    HEC Paris

    Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

    Skills you'll gain: Investment Management, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Market, Finance, Risk Management, Financial Regulation, Performance Analysis, Risk Analysis, Microsoft Excel

    4.6
    Rating, 4.6 out of 5 stars
    ·
    787 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    GenAI for Financial Controllers: Boosting Budget Accuracy

    Skills you'll gain: Financial Forecasting, Management Reporting, Dashboard, Budgeting, Financial Management, Predictive Modeling, Advanced Analytics, Power BI, Cash Flow Forecasting, Generative AI, Tableau Software, Real Time Data, Business Intelligence, Financial Modeling, Microsoft Excel, Financial Analysis, Trend Analysis, Data Visualization Software, Automation, Data Visualization

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    GenAI for Financial Forecasting and Planning

    Skills you'll gain: Financial Forecasting, Forecasting, Financial Data, Generative AI, Market Intelligence, Data-Driven Decision-Making, Strategic Planning, Financial Planning, Artificial Intelligence, Market Analysis, Data Quality

    4.3
    Rating, 4.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Benefits: Financial Protection, Growth & Assistance

    Skills you'll gain: Benefits Administration, Compensation and Benefits, Financial Services, Financial Planning, Insurance, Communication, Payroll Administration, Administration, Tax Management, Equities, Training Programs, Employee Retention, Employee Engagement

    4.9
    Rating, 4.9 out of 5 stars
    ·
    13 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    A

    Automatic Data Processing, Inc. (ADP)

    Fundamentals of Benefit Strategies

    Skills you'll gain: Compensation and Benefits, Benefits Administration, Compensation Management, Regulatory Compliance, Law, Regulation, and Compliance, Business Strategy, Calendar Management, Strategic Communication, Communication Strategies, Benchmarking, Data-Driven Decision-Making, Administrative Support, Employee Retention, Employee Engagement

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    S

    Starweaver

    Data Storytelling for Investors and Financial Advisors

    Skills you'll gain: Data Storytelling, Data Visualization, Storytelling, Financial Data, Data Visualization Software, Financial Acumen, Finance, Process Flow Diagrams, Verbal Communication Skills, Presentations, Communication, Plotly, Matplotlib, Analysis, Customer Engagement, Target Audience

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Forecasting, Finance, Financial Analysis, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    416 reviews

    Mixed · Course · 1 - 4 Weeks

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In summary, here are 10 of our most popular pre-retirement financial strategies courses

  • FinTech: Foundations, Payments, and Regulations: University of Pennsylvania
  • Life After COVID-19: Get Ready for our Post-Pandemic Future: Institute for the Future
  • BFSI Career Roadmap: Roles, Skills, and Industry Trends: Board Infinity
  • إدارة الثروات | Wealth Management: Alfaisal University | KLD
  • Portfolio Diversification using Correlation Matrix: Coursera
  • Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers: HEC Paris
  • GenAI for Financial Controllers: Boosting Budget Accuracy: Coursera
  • GenAI for Financial Forecasting and Planning: Coursera
  • Benefits: Financial Protection, Growth & Assistance: Automatic Data Processing, Inc. (ADP)
  • Fundamentals of Benefit Strategies: Automatic Data Processing, Inc. (ADP)

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