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  • Financial Planning And Wealth Management

Results for "financial planning and wealth management"


  • Status: New
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    U

    University of Cambridge

    Principles of Financial Leadership

    Skills you'll gain: Cash Flow Forecasting, Accrual Accounting, Financial Reporting, Finance, Environmental Social And Corporate Governance (ESG), Financial Analysis, Accounting, Financial Management, Financial Modeling, Corporate Finance, Capital Markets, Cash Flows, Financial Statements, Accruals, Depreciation, Key Performance Indicators (KPIs), Investments, Loans, Strategic Decision-Making, Problem Solving

    4.6
    Rating, 4.6 out of 5 stars
    ·
    33 reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: Free Trial
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    S

    SoFi

    Fundamentals of Investing

    Skills you'll gain: Investments, Return On Investment, Risk Analysis, Portfolio Management, Risk Management, Financial Planning, Equities, Asset Management, Tax, Financial Analysis, Tax Planning, Securities (Finance), Derivatives

    4.4
    Rating, 4.4 out of 5 stars
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    117 reviews

    Beginner · Course · 1 - 4 Weeks

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    M

    Macquarie University

    Career planning: Your career, your life

    Skills you'll gain: Adaptability, Business Communication, Professional Development, Writing, Communication, Smart Goals, Personal Development, LinkedIn, Professional Networking, Digital Advertising, Planning, Lifelong Learning, Self-Awareness, Design Thinking, Interviewing Skills, Emotional Intelligence

    4.8
    Rating, 4.8 out of 5 stars
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    265 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Preview
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    U

    Università Bocconi

    Management of Fashion and Luxury Companies

    Skills you'll gain: Annual Reports, Retail Store Operations, Brand Management, Marketing Communications, Digital Media Strategy, Case Studies, Global Marketing, Business Modeling, Business Strategy, E-Commerce, Market Trend, Product Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.2K reviews

    Mixed · Course · 1 - 3 Months

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    New
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    U

    University of Illinois Urbana-Champaign

    Tax, Real Estate, and Alternative Investment Strategies

    Skills you'll gain: Real Estate, Investments, Financial Industry Regulatory Authorities, Compliance Reporting, Commercial Real Estate, Property and Real Estate, Risk Management, Asset Management, Financial Regulations, Securities (Finance), Investment Management, Private Equity, Financial Services, Financial Regulation, Regulatory Requirements, Tax Laws, Tax Planning, Due Diligence, Tax, Financial Market

    3.7
    Rating, 3.7 out of 5 stars
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    6 reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Artificial Intelligence in Wealth Management

    Skills you'll gain: Wealth Management, Responsible AI, Financial Services, FinTech, Artificial Intelligence, Financial Planning, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Ethical Standards And Conduct, Automation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    U

    University of Illinois Urbana-Champaign

    Alternative Investments As We Age: Building Wealth

    Skills you'll gain: Wealth Management, Finance, Financial Analysis, Case Studies, Financial Planning, Investments, Decision Making, Portfolio Management, Asset Management, Behavioral Economics, Investment Management, Private Equity, Real Estate

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    S

    SoFi

    Introduction to Personal Finance

    Skills you'll gain: Goal Setting, Budgeting, Tax, Financial Planning, Cash Flow Forecasting, Financial Analysis, Credit Risk, Expense Management, Asset Management, Decision Making, Self-Awareness

    4.6
    Rating, 4.6 out of 5 stars
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    233 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    D

    Duke University

    Behavioral Finance

    Skills you'll gain: Behavioral Economics, Decision Making, Financial Planning, Finance, Consumer Behaviour, Financial Analysis, Economics, Psychology, Probability & Statistics, Risk Analysis

    4.4
    Rating, 4.4 out of 5 stars
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    4.5K reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    R

    Rice University

    Finance for Non-Finance Professionals

    Skills you'll gain: Capital Budgeting, Cash Flows, Finance, Financial Analysis, Business Valuation, Return On Investment, Financial Management, Corporate Finance, Case Studies, Investment Management, Financial Modeling, Financial Statements, Risk Analysis, Financial Accounting

    4.8
    Rating, 4.8 out of 5 stars
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    2.8K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Improving Financial Planning with Oracle EPM

    Skills you'll gain: Oracle Cloud Applications, Month End Closing, Financial Data, Accounting and Finance Software, Budget Management, Financial Forecasting, Enterprise Resource Planning, Fiscal Management, Budgeting, Financial Planning, Workflow Management, Cash Flow Forecasting, Forecasting, Business Planning, Financial Reporting, Financial Analysis, Strategic Planning, Data Management, Data-Driven Decision-Making, Decision Making

    4.6
    Rating, 4.6 out of 5 stars
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    7 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    T

    The University of Melbourne

    Corporate Financial Decision-Making for Value Creation

    Skills you'll gain: Derivatives, Corporate Finance, Financial Modeling, Capital Budgeting, Mergers & Acquisitions, Business Valuation, Investment Management, Risk Management, Financial Analysis, Capital Markets, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    517 reviews

    Mixed · Course · 1 - 4 Weeks

Searches related to financial planning and wealth management

introduction to financial planning and wealth management
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In summary, here are 10 of our most popular financial planning and wealth management courses

  • Principles of Financial Leadership: University of Cambridge
  • Fundamentals of Investing: SoFi
  • Career planning: Your career, your life: Macquarie University
  • Management of Fashion and Luxury Companies: Università Bocconi
  • Tax, Real Estate, and Alternative Investment Strategies: University of Illinois Urbana-Champaign
  • Artificial Intelligence in Wealth Management : University of Illinois Urbana-Champaign
  • Alternative Investments As We Age: Building Wealth: University of Illinois Urbana-Champaign
  • Introduction to Personal Finance: SoFi
  • Behavioral Finance: Duke University
  • Finance for Non-Finance Professionals: Rice University

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