When will I have access to the lectures and assignments?

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Private Banking

Ends today! Save on skills that make you shine with 40% off 3 months of Coursera Plus. Save now

Private Banking

This course is part of Wealth Management Specialization

Instructor: CFI (Corporate Finance Institute)

Included with

Learn more

8 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

8 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

5 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Learn private banking roles, risk-return, align strategies with client goals, offshore banking benefits, and design tailored credit solutions today!

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Wealth Management Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 8 modules in this course

Private banking services present many unique opportunities for a financial institution and its clientele. This Private Banking course examines what the role of a private banker entails, how their services differ from a more traditional retail banking environment, and the importance of analyzing the risk and return of a client’s investments. We discuss integrating client investment strategies with risk tolerance and financial goals to tailor personalized solutions for clientele and their families.

We cover all the most important qualitative and quantitative factors that will influence private banking clients, including important risk and return calculations and the various investment strategies available. We also cover the personal financial planning process, sources of risk, and the implementation of those plans and strategies. We use an interactive video case study to help illustrate the key takeaways and to demonstrate real-world examples of clients in a private banking setting.