Wealth Management

Corporate Finance Institute via Coursera Specialization

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Overview

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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.

Syllabus

Course 1: Introduction to Financial Planning and Wealth Management
Course 2: Financial Planning Principles
Course 3: Economics for Financial Advisors
Course 4: Asset Classes and Financial Markets
Course 5: Portfolio Management for Retail Clients
Course 6: Private Banking

Courses

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Understanding the wealth management and financial planning industry, the career paths available, and what skills are typically associated with success in each path can help you spend your time wisely when it comes to researching career paths. This course helps you build this foundation so you don’t waste any time. Upon completing this course, you will be able to: • Describe the current state of the wealth management and financial planning industry and where it is headed. • Explain the different career paths available in a holistic way that is region-agnostic. • Identify which essential skills and personality traits are typically found in the most successful Advisors in each career path. • Determine which path you would most like to pursue further research. Anyone interested in the wealth management and financial planning industry - whether you are looking to pursue a career in it or just learn more about it.
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Understanding the landscape that you work in is a foundational part of success. After all, how can you possibly give financial advisory services without knowing financial markets? As a financial planner or wealth management professional, you need to know financial markets and asset classes like the back of your hand. In this course, we give you an overview of financial markets – what they are, who they serve, and why a healthy one is so important for the global economy – and the three primary asset classes in them.
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Understanding the mechanics and drivers of global economies and being able to develop and express a clear and well-thought-out opinion is an essential part of being a knowledgeable financial advisor.
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Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey. This Financial Planning Principles course is for anyone – from those interested in pursuing a career in Financial Planning and Wealth Management, to those who do not, but are interested in becoming their own finance professional first. This course is a primer that introduces the foundational concepts you need to understand to navigate topics in financial planning and wealth management.
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Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills you will need to master through our portfolio simulations. This course is for anyone interested in pursuing the portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.
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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.