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  • Wealth Management

Results for "wealth management"


  • Status: Preview
    Preview
    W

    Workday

    Workday Financial Management for Business Users

    Skills you'll gain: People Analytics, Accounts Payable and Receivable, Accounts Payable, Workday (Software), Accounts Receivable, Spreadsheet Software, Accounting Software, Ledgers (Accounting), Accounting and Finance Software, Accounting Systems, Financial Data, Dashboard, General Ledger, Accounting, Data Import/Export, Workflow Management, Human Resources Software, Workforce Planning, Business Process, Finance

    4.5
    Rating, 4.5 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Hedge Funds Mastery: Strategies, Risk & Accounting

    Skills you'll gain: Hedge Accounting, Derivatives, Private Equity, Portfolio Risk, Risk Modeling, Loans, Risk Management, Regression Analysis, Accounting, Fund Accounting, Lending and Underwriting, Risk Analysis, Investment Management, Accounting Records, Revenue Recognition, Financial Reporting, Financial Accounting, Equities, Performance Measurement, Portfolio Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    62 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Coursera

    Financial Analysis: Portfolios, Risks, Strategic Decisions

    Skills you'll gain: Portfolio Management, Portfolio Risk, Investment Management, Risk Management, Financial Management, Wealth Management, Finance, Financial Market, Investments, Financial Planning, Business Strategies, Financial Analysis, Asset Management, Risk Analysis, Investment Banking, Market Dynamics, Market Trend, Performance Measurement, Quantitative Research, Case Studies

    4.4
    Rating, 4.4 out of 5 stars
    ·
    155 reviews

    Beginner · 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, Portfolio Risk, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Services, Finance, Behavioral Economics, Performance Analysis, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    431 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    U

    Università Bocconi

    Management of Fashion and Luxury Companies

    Skills you'll gain: Annual Reports, Retail Store Operations, Brand Management, Digital Media Strategy, Case Studies, Global Marketing, Brand Strategy, Financial Statement Analysis, Branding, Communication Strategies, Market Opportunities, Business Modeling, Customer experience strategy (CX), New Business Development, E-Commerce, Market Trend, Product Development

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.3K reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Mastering Portfolio Analysis

    Skills you'll gain: Portfolio Risk, Portfolio Management, Financial Analysis, Financial Data, Analysis, Data Analysis, Risk Management, Quantitative Research, Investment Management, Performance Analysis, Risk Analysis, Analytics, Financial Acumen, Investments, Asset Management, Performance Metric, Case Studies

    4.5
    Rating, 4.5 out of 5 stars
    ·
    39 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    E

    EDUCBA

    Apply Fund Accounting for Mutual and Hedge Funds

    Skills you'll gain: Fund Accounting, Financial Reporting, Accounting, General Accounting, Compliance Reporting, Financial Accounting, Regulatory Requirements, Investment Management, Accrual Accounting, Accruals, Financial Statements, Business Valuation, Equities, Balance Sheet, Performance Measurement

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Analysis, Budgeting, and Risk Management

    Skills you'll gain: Risk Modeling, Risk Management Framework, Financial Modeling, Budgeting, Risk Analysis, Capital Budgeting, Risk Management, Portfolio Risk, Financial Analysis, Capital Expenditure, Portfolio Management, Key Performance Indicators (KPIs), Operating Budget, Investments, Asset Management, Return On Investment, Smart Goals, Financial Forecasting, Performance Measurement, Equities

    Intermediate · Course · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Portfolio Selection and Risk Management

    Skills you'll gain: Portfolio Risk, Portfolio Management, Investment Management, Risk Modeling, Investments, Financial Market, Risk Management, Finance, Risk Appetite, Return On Investment, Risk Mitigation, Risk Analysis, Statistical Methods, Correlation Analysis, Decision Making, Variance Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    634 reviews

    Mixed · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Introduction to Portfolio Construction and Analysis with Python

    Skills you'll gain: Investment Management, Portfolio Management, Portfolio Risk, Investments, Return On Investment, Asset Management, Finance, Risk Modeling, Risk Analysis, Financial Modeling, Risk Management, Financial Analysis, Python Programming, Simulations, Correlation Analysis

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Python and Machine Learning for Asset Management

    Skills you'll gain: Investment Management, Portfolio Management, Asset Management, Investments, Portfolio Risk, Machine Learning Methods, Machine Learning, Statistical Machine Learning, Applied Machine Learning, Financial Modeling, Supervised Learning, Model Evaluation, Predictive Analytics, Market Data, Feature Engineering, Unsupervised Learning, Regression Analysis, Statistical Methods, Analysis, Computer Science

    3.1
    Rating, 3.1 out of 5 stars
    ·
    332 reviews

    Intermediate · Course · 1 - 3 Months

  • U

    University of Illinois Urbana-Champaign

    Financial Management Capstone

    Skills you'll gain: Peer Review, Financial Management, Financial Modeling, Financial Data, Financial Statement Analysis, Financial Analysis, Financial Forecasting, Data Storytelling, Mergers & Acquisitions, Investments, Business Valuation, Case Studies, Risk Management, Corporate Strategy

    4.6
    Rating, 4.6 out of 5 stars
    ·
    138 reviews

    Intermediate · Course · 1 - 3 Months

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In summary, here are 10 of our most popular wealth management courses

  • Workday Financial Management for Business Users: Workday
  • Hedge Funds Mastery: Strategies, Risk & Accounting: EDUCBA
  • Financial Analysis: Portfolios, Risks, Strategic Decisions: Coursera
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Management of Fashion and Luxury Companies: Università Bocconi
  • Mastering Portfolio Analysis : Coursera
  • Apply Fund Accounting for Mutual and Hedge Funds: EDUCBA
  • Analysis, Budgeting, and Risk Management: Coursera
  • Portfolio Selection and Risk Management: Rice University
  • Introduction to Portfolio Construction and Analysis with Python: EDHEC Business School

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