Wealth Management
By Coursera
on Coursera
· Business
About This Course
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.
Instructor
Corporate Finance Institute
Frequently Asked Questions
How much does Wealth Management cost?
Wealth Management costs $49. Check the course page for current pricing and available discounts.
Who teaches Wealth Management?
Wealth Management is taught by Corporate Finance Institute, Corporate Finance Institute.
What skill level is Wealth Management for?
This course is designed for advanced learners.