Wealth Management Courses and Certifications

The Personal Finance and Wealth Management Masterclass

528 ratings at Udemy

Become an Expert in Personal Finance and Investing. Learn MBA-Level Financial Analysis. Master Finance Fundamentals.

• Udemy
• 12 hours 28 minutes
• Self-Paced
• Paid Course

Fields Institute

Portfolio Selection Under Ambiguity and Under-Diversification Puzzles

Explore portfolio selection strategies addressing ambiguity and under-diversification, examining innovative approaches to optimize investment decisions and manage risk in wealth management.

• YouTube
• 58 minutes
• Self-Paced
• Free Video

Fields Institute

Technological Prisms: A Configurational Analysis of Robo-Advice Beliefs, Adoption, and Incumbent Adaptation in the Financial Advice Sector

Explore the impact of robo-advice on financial services, examining beliefs, adoption patterns, and incumbent adaptations through configurational analysis.

• YouTube
• 50 minutes
• Self-Paced
• Free Video

Fields Institute

Drawdown Betas - Measuring Drawdown Risk and Portfolio Optimization

Explore drawdown risk measurement and portfolio optimization techniques with Stan Uryasev. Learn about drawdown betas and their application in quantitative wealth management strategies.

• YouTube
• 1 hour 2 minutes
• Self-Paced
• Free Video

What is a Family Office and Why Does it Matter?

Explore the growing influence of Family Offices, controlling $10 trillion in assets, and their impact on finance, philanthropy, and wealth transfer. Learn about challenges and future trends in this evolving industry.

• YouTube
• 15 minutes
• Self-Paced
• Free Video

The Aspen Institute

The Great Wealth Transfer - Intergenerational Exchange of $84 Trillion by 2045

Explore the $84 trillion intergenerational wealth transfer, its impact on institutions, and how families navigate this shift as the next generation redefines the American Dream.

• YouTube
• 49 minutes
• Self-Paced
• Free Video

AnalystPrep

Private Wealth Pathway - Constructed Response Set - Essay 2 - CFA Level III

Enhance your knowledge of private wealth management with a focus on ultra-high-net-worth individuals, family dynamics, and joint decision-making frameworks in this CFA Level III preparation resource.

• YouTube
• 19 minutes
• Self-Paced
• Free Video

World Economic Forum

Women at the Finance Frontier

Explore how women's projected control of 40% of global investable wealth by 2030 will reshape capital markets and drive innovation in this 46-minute World Economic Forum discussion.

• YouTube
• 46 minutes
• Self-Paced
• Free Video

AnalystPrep

The Private Wealth Management Industry - Learning Module 1

Gain insights into private wealth management business models, fee structures, support networks, and regulatory frameworks for CFA Level III exam preparation.

• YouTube
• 39 minutes
• Self-Paced
• Free Video

Career Certificate

Investment Management

7775 ratings at Coursera

Comprehensive investment management program covering financial markets, portfolio construction, risk management, and long-term wealth planning, blending theory with practical insights from UBS experts.

• Coursera
• 4 weeks, 10 hours/week
• Self-Paced
• Paid Course
• 5 courses

Wealth Management in 2022, Still at the Stone Age

Explore the future of wealth management with insights on digital evolution, problem-solving, and effective communication for Generation Z shaping the financial industry.

• YouTube
• 17 minutes
• Self-Paced
• Conference Talk

Key Lessons Learned from Building a Wealth Management Portal Using Cloud Native Architecture

Discover insights on building a cloud-native wealth management portal, addressing business challenges, fostering innovation, and implementing effective deployment strategies.

• YouTube
• 40 minutes
• Self-Paced
• Free Video

Web Summit

Adapt or Die - Winning in Wealth Management

Explore the impact of new technologies on wealth management, featuring insights from industry leaders on innovation, regulation, AI, and customer acquisition.

• YouTube
• 23 minutes
• Self-Paced
• Conference Talk

AnalystPrep

Investment Planning for Private Wealth Management - CFA Level III

Master investment planning strategies for CFA Level III with focus on portfolio allocation, tax efficiency, retirement planning, and performance evaluation for private clients.

• YouTube
• 1 hour 19 minutes
• Self-Paced
• Free Video

Start & Grow Your Business

AI to Optimize Your Personal Finance, Wealth Management, and Investing

Discover how real inflation impacts your wealth and learn which asset classes truly protect against it. Analyze stocks, real estate, crypto, and more to build inflation-resilient strategies.

• YouTube
• 1 hour 30 minutes
• Self-Paced
• Free Video