This specialization provides early-career professionals and aspiring financial advisors with a practical foundation in financial planning and wealth management. Across six courses, learners explore key topics including financial planning principles, economics, asset classes, portfolio management for retail clients, and private banking — gaining the tools and frameworks used by real advisors in client-facing roles. By the end, learners will be equipped to support retail clients, build toward advisory roles, and confidently apply financial planning and wealth management skills in banking and investment environments.
AL
Explains what a wealth manager does, and the industry and careers. Does not get into the details of financial planning.
AL
I liked the coverage of personal financial ratios and income and balance sheet statements. Similar to corporate finance.
AL
Excellent refresher on economics. Liked the coverage of the business cycle.
AL
For me, a review of financial instruments and markets.
AL
Contrasts institutional portfolio management with retail portfolio management.
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Explains what a wealth manager does, and the industry and careers. Does not get into the details of financial planning.
Quick and clear content that presents a good overview of the two different roles.
excelente gracias
very informative
Very relevant
Beneficial !
good
NA
Good
I wanted to learn how to do it, not learn about the profession.