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  • Wealth Management

Results for "wealth management"


  • U

    University of Illinois Urbana-Champaign

    Money, Wealth, and Happiness

    Skills you'll gain: Budget Management, Loans, Investment Management, General Finance, General Lending, Financial Services, Expense Management, Empowerment, Financial Acumen, Adaptability, Consumer Behaviour, Case Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.4K reviews

    Beginner · Specialization · 3 - 6 Months

  • U

    University of Michigan

    Innovations in Investment Technology: Artificial Intelligence

    Skills you'll gain: Investment Management, Wealth Management, Asset Management, Investments, FinTech, Financial Trading, Portfolio Management, Market Data, Artificial Intelligence and Machine Learning (AI/ML), Artificial Intelligence, Financial Services, Big Data, Financial Market, Artificial Neural Networks, Automation, Finance, Machine Learning Methods, Financial Analysis, Machine Learning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    422 reviews

    Beginner · Course · 1 - 4 Weeks

  • 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

  • E

    EDUCBA

    Investment Planning and Portfolio Analysis

    Skills you'll gain: Technical Analysis, Financial Statement Analysis, Investments, Financial Industry Regulatory Authorities, Financial Statements, Financial Market, Investment Management, Securities (Finance), Portfolio Management, Financial Analysis, Portfolio Risk, Market Data, Financial Regulations, Financial Regulation, Equities, Market Trend, Corporate Finance, Return On Investment, Financial Planning, Risk Modeling

    Mixed · Course · 1 - 3 Months

  • 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

  • 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

  • N

    New York Institute of Finance

    Market Risk Management: Frameworks & Strategies

    Skills you'll gain: Portfolio Risk, Risk Management, Risk Modeling, Financial Market, Derivatives, Risk Management Framework, Investment Management, Portfolio Management, Risk Analysis, Market Data, Equities, Asset Management, Estimation, Financial Modeling, Statistical Modeling, Probability Distribution, Statistical Analysis, Probability & Statistics

    4.7
    Rating, 4.7 out of 5 stars
    ·
    211 reviews

    Beginner · Course · 1 - 3 Months

  • M

    Microsoft

    Data-Driven Decision Making in Account Management

    Skills you'll gain: Key Performance Indicators (KPIs), Budget Management, Performance Analysis, Financial Management, Financial Data, Performance Measurement, Account Strategy, Data Analysis, Account Management, Performance Reporting, Analytics, Data-Driven Decision-Making, Customer Analysis, Data Visualization Software, Customer Data Management, Power BI, Customer Insights, Budgeting, Microsoft Copilot, Data Collection

    Advanced · Course · 1 - 4 Weeks

  • 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

  • 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

  • D

    Duke University

    FinTech Law and Policy

    Skills you'll gain: FinTech, Financial Regulation, Financial Services, Payment Systems, Financial Regulations, Commercial Lending, Financial Industry Regulatory Authorities, Bank Regulations, Lending and Underwriting, Banking, Banking Services, Consumer Lending, Regulatory Compliance, Blockchain, Law, Regulation, and Compliance, Legal Risk, Payment Processing, Financial Data, Digital Assets, Regulatory Requirements

    4.8
    Rating, 4.8 out of 5 stars
    ·
    907 reviews

    Beginner · Course · 1 - 3 Months

  • T

    The University of Melbourne

    Corporate Financial Decision-Making for Value Creation

    Skills you'll gain: Corporate Finance, Corporate Strategy, Financial Management, Derivatives, Financial Modeling, Mergers & Acquisitions, Capital Budgeting, Business Valuation, Risk Management, Equities, Investment Banking, Securities (Finance), Investments, Return On Investment, Capital Markets, Cash Flows

    4.7
    Rating, 4.7 out of 5 stars
    ·
    537 reviews

    Mixed · Course · 1 - 4 Weeks

1…678…834

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

  • Money, Wealth, and Happiness: University of Illinois Urbana-Champaign
  • Innovations in Investment Technology: Artificial Intelligence: University of Michigan
  • Management of Fashion and Luxury Companies: Università Bocconi
  • Investment Planning and Portfolio Analysis: EDUCBA
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Apply Fund Accounting for Mutual and Hedge Funds: EDUCBA
  • Market Risk Management: Frameworks & Strategies: New York Institute of Finance
  • Data-Driven Decision Making in Account Management: Microsoft
  • Analysis, Budgeting, and Risk Management: Coursera
  • Introduction to Portfolio Construction and Analysis with Python: EDHEC Business School

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