Wealth Management

Wealth Management is a disciplined, strategic approach to managing your finances for long-term and short-term goals. Coursera's wealth management catalogue teaches you about key concepts such as financial planning, investment strategies, and retirement planning. You'll learn to effectively manage and grow personal wealth, understand different asset classes, create investment portfolios, and comprehend the risks and returns associated with different investment options. You'll also get a clear understanding of tax planning, estate planning, and how to use financial products to achieve financial goals. This skill is essential for financial advisors, personal finance enthusiasts, or anyone looking to gain control over their financial future.
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23courses

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Results for "wealth management"

  • Status: Free Trial

    Corporate Finance Institute

    Skills you'll gain: Wealth Management, Financial Services, Consultative Approaches, Financial Planning, Investment Management, Compensation Management, Risk Management Framework, Asset Management, Market Intelligence, Client Services

    4.7
    Rating, 4.7 out of 5 stars
    37 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial

    University of Geneva

    Skills you'll gain: Portfolio Management, Wealth Management, Risk Management, Investment Management, Financial Market, Capital Markets, Risk Analysis, Asset Management, Performance Measurement, Investments, Market Dynamics, Environmental Social And Corporate Governance (ESG), Financial Planning, Finance, Equities, Performance Analysis, Derivatives, FinTech, Financial Forecasting, Economics

    4.7
    Rating, 4.7 out of 5 stars
    7.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Data Ethics, Responsible AI, Wealth Management, Supervised Learning, Machine Learning, Financial Services, Applied Machine Learning, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Learning Management Systems, Artificial Intelligence, FinTech, Data Mining, Regulatory Compliance, Financial Planning, Relationship Building, Risk Modeling, Legal Risk, Mobile Development, Human Computer Interaction

    4.4
    Rating, 4.4 out of 5 stars
    11 reviews

    Intermediate · Specialization · 1 - 3 Months

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Data Ethics, Wealth Management, Responsible AI, Financial Services, FinTech, Artificial Intelligence, Financial Planning, AI Personalization, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Advanced Analytics, Risk Mitigation, Automation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial

    Rice University

    Skills you'll gain: Portfolio Management, Financial Market, Investments, Securities (Finance), Financial Systems, Securities Trading, Asset Management, Behavioral Economics, Capital Markets, Investment Management, Equities, Performance Measurement, Wealth Management, Finance, Financial Services, Performance Analysis, Risk Management, Return On Investment, Market Liquidity, Derivatives

    4.5
    Rating, 4.5 out of 5 stars
    2.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial

    University of Geneva

    Skills you'll gain: Portfolio Management, Risk Management, Risk Analysis, Investments, Asset Management, Wealth Management, Financial Market, Derivatives, Equities, Probability Distribution, Estimation, Correlation Analysis, Variance Analysis

    4.7
    Rating, 4.7 out of 5 stars
    2.4K reviews

    Mixed · Course · 1 - 4 Weeks

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  • Status: Preview

    Alfaisal University | KLD

    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

  • Status: Preview

    HEC Paris

    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
    786 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: New

    University of Illinois Urbana-Champaign

    Skills you'll gain: Insurance, Supply And Demand, Insurance Policies, Risk Management, Investments, Wealth Management, Risk Management Framework, Portfolio Management, Market Dynamics, Business Risk Management, Financial Planning, Investment Management, Finance, Economics, Asset Management, Financial Management, Economic Development, Behavioral Economics, Cost Benefit Analysis, Business Economics

    4.8
    Rating, 4.8 out of 5 stars
    3.3K reviews

    Beginner · Specialization · 1 - 3 Months

  • Status: New

    University of Illinois Urbana-Champaign

    Skills you'll gain: Insurance, Insurance Policies, Risk Management, Wealth Management, Business Risk Management, Financial Planning, Economics, Risk Analysis, Finance, Human Capital, Trustworthiness, Case Studies, Innovation

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial

    Corporate Finance Institute

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Statements, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Banking, Accounting, Capital Markets, Enterprise Risk Management (ERM), Balance Sheet, Financial Trading, Wealth Management

    4.7
    Rating, 4.7 out of 5 stars
    614 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial

    University of Michigan

    Skills you'll gain: Payment Systems, FinTech, Payment Processing, Blockchain, Mobile Banking, Fundraising and Crowdsourcing, Banking Services, Financial Inclusion, Emerging Technologies, Investment Management, Wealth Management, Asset Management, Investments, Fundraising, Mobile Security, Capital Markets, Point of Sale, Credit Risk, Financial Trading, Market Dynamics

    4.7
    Rating, 4.7 out of 5 stars
    2.8K reviews

    Beginner · Specialization · 3 - 6 Months