
Corporate Finance Institute
Skills you'll gain: Market Data, Wealth Management, Equities, Financial Market, Financial Planning, Retail Banking, Portfolio Management, Securities (Finance), Consumer Behaviour, Market Liquidity, Investments, Capital Markets, Economics, Financial Management, Banking, Economic Development, Investment Management, Banking Services, Personalized Service, Financial Services
★ 4.6 (87) · Beginner · Specialization · 3 - 6 Months

Corporate Finance Institute
Skills you'll gain: Wealth Management, Financial Services, Consultative Approaches, Financial Planning, Financial Sales, Investment Management, Compensation Management, Banking, Portfolio Management, Asset Management, Client Services
★ 4.6 (56) · Beginner · Course · 1 - 3 Months
University of Geneva
Skills you'll gain: Portfolio Management, Wealth Management, Risk Management, Financial Systems, Investment Management, Financial Market, Portfolio Risk, Capital Markets, Risk Analysis, Risk Modeling, Investments, Asset Management, Performance Measurement, Market Dynamics, Environmental Social And Corporate Governance (ESG), Financial Planning, Securities (Finance), Risk Appetite, Finance, Equities
★ 4.7 (7.8K) · Beginner · Specialization · 3 - 6 Months

University of Illinois Urbana-Champaign
Skills you'll gain: Wealth Management, Responsible AI, Financial Services, Compliance Training, AI Enablement, FinTech, AI Integrations, Financial Regulation, Artificial Intelligence, Financial Planning, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Risk Mitigation, Automation
★ 4.7 (14) · Beginner · Course · 1 - 4 Weeks

University of Illinois Urbana-Champaign
Skills you'll gain: Responsible AI, Data Ethics, Wealth Management, Human Learning, Financial Services, Education Software and Technology, Learning Theory, Data Mining, Artificial Intelligence and Machine Learning (AI/ML), Generative AI, Pedagogy, Machine Learning, Artificial Intelligence, AI literacy, Compliance Training, AI Enablement, Relationship Management, Digital pedagogy, Rapport Building, Financial Planning
★ 4.4 (29) · Intermediate · Specialization · 1 - 3 Months

Duke University
Skills you'll gain: Financial Statement Analysis, Financial Statements, Return On Investment, Risk Management, Balance Sheet, Accounts Receivable, Accounts Payable and Receivable, Inventory Control, Business Risk Management, Credit Risk, Income Statement, Financial Acumen, Risk Mitigation, Operational Risk, Resource Allocation, Financial Analysis, Cash Flows, Strategic Decision-Making, Operational Efficiency, Stakeholder Communications
★ 4.8 (490) · Beginner · Specialization · 3 - 6 Months

Skills you'll gain: Financial Statement Analysis, Wealth Management, Tax Management, Insurance, Underwriting, Financial Statements, Tax Planning, Estate Planning, Technical Analysis, Tax Compliance, Financial Analysis, Investments, Financial Industry Regulatory Authorities, Financial Planning, Tax, Income Tax, Tax Preparation, Portfolio Management, Insurance Policies, Budget Management
★ 5 (22) · Beginner · Specialization · 3 - 6 Months

University of Geneva
Skills you'll gain: Portfolio Management, Risk Management, Portfolio Risk, Investment Management, Risk Analysis, Investments, Risk Modeling, Asset Management, Wealth Management, Risk Appetite, Financial Market, Correlation Analysis, Variance Analysis
★ 4.7 (2.5K) · Mixed · Course · 1 - 4 Weeks
Rice University
Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Investment Management, Financial Systems, Securities Trading, Asset Management, Behavioral Economics, General Finance, Capital Markets, Risk Modeling, Equities, Financial Trading, Performance Measurement, Finance, Performance Analysis, Risk Management, Return On Investment
★ 4.5 (2.7K) · Beginner · Specialization · 3 - 6 Months

Alex Genadinik
Skills you'll gain: Wealth Management, Asset Protection, Digital Assets, Asset Management, Return On Investment, Investments, Portfolio Management, Finance, Financial Planning, General Finance, Market Dynamics, Entrepreneurial Finance, Deposit Accounts, Financial Acumen, Risk Management, Business Strategies, Market Trend
Mixed · Course · 1 - 4 Weeks

Harvard Business Review
Skills you'll gain: Budget Management, Financial Statements, Financial Statement Analysis, Financial Acumen, Financial Management, Budgeting, Financial Data, Financial Analysis, Financial Planning, Finance, Performance Analysis, Resource Allocation, Variance Analysis, Cost Benefit Analysis, Investment Management, Return On Investment, Team Performance Management, Investments
★ 4.9 (17) · Intermediate · Course · 1 - 4 Weeks

New York Institute of Finance
Skills you'll gain: Operational Risk, Credit Risk, Portfolio Risk, Risk Management, Risk Management Framework, Business Risk Management, Risk Modeling, Operational Analysis, Risk Appetite, Risk Mitigation, Governance Risk Management and Compliance, Financial Market, Risk Analysis, Enterprise Risk Management (ERM), Risk Control, Financial Analysis, Financial Statement Analysis, Financial Statements, Derivatives, Governance
★ 4.7 (1.7K) · Beginner · Specialization · 3 - 6 Months
Top-rated Wealth Management courses offered by Corporate Finance Institute on Coursera.
Earn a certificate in Wealth Management from top universities and companies.
Top-rated beginner-friendly Wealth Management courses with no prerequisites.