Wealth Management Courses and Certifications

Midlife MOT: wealth, work and wellbeing

7 ratings at OpenLearn

Introducing your Midlife MOT. Your midlife years – that is, when you’re between about 40 and 60 – will probably be a very hectic time indeed. You might have ended up in a challenging job, or you ...

• OpenLearn
• 4 hours
• On-Demand
• Free Certificate

Start Late, Finish Rich

11 ratings at The Great Courses Plus

Discover why attitude is just as important as accounting when it comes to your money habits.

• The Great Courses Plus
• 5 hours 37 minutes
• On-Demand
• Free Trial Available

How To Invest For Great Success

Learn simple, effective investment strategies for financial independence, covering personal growth, asset allocation, stock market success, and real estate wealth-building.

• Skillshare
• 30 minutes
• On-Demand
• Free Trial Available

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
• On-Demand
• 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
• On-Demand
• 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
• On-Demand
• Free Video

Fields Institute

Tontines as a Tool for Wealth Management

Explore tontines as a wealth management strategy, examining their historical context, modern applications, and potential benefits for financial planning and retirement income.

• YouTube
• 55 minutes
• On-Demand
• Free Video

TEDx

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
• On-Demand
• 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
• On-Demand
• Free Video

Mastering The Markets

Gain insights from top investors like Ray Dalio and Meredith Whitney on market strategies, value investing, risk management, and wealth building techniques for long-term success.

• MasterClass
• 2 hours 43 minutes
• On-Demand
• Free Trial Available

Southwestern University of Finance and Economics

大数据与财富管理概论

Discover how to build comprehensive personal wealth management skills, from financial planning and insurance to retirement strategies, while developing critical financial literacy and ethical decision-making abilities.

• XuetangX
• On-Demand
• Free Online Course

守住你的财富领土：资产配置解读

从家族办公室的顶层设计，资产配置与规划， 家族财富文化与代际传承，家族税收规划 、全球资产配置等详细全面的解读，提供一套从生意到生活的财富管理系统服务方案。

• XuetangX
• On-Demand
• Free Online Course

家族办公室及全球资产配置

此课从家族办公室的顶层设计、资产配置与规划、家族文化与代际传承、全球资产配置四大模块，提供一套从生意到生活的财富管理系统服务方案。

• XuetangX
• On-Demand
• Free Online Course

Alternative Investments As We Age: Building Wealth

Explore financial planning and investment strategies across life stages. Analyze wealth building, evaluate management approaches, and assess alternative investments for long-term financial stability.

• Coursera
• 15 hours 10 minutes
• On-Demand
• Free Online Course (Audit)

Microcredential

Investment Management

1 review

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
• 22 weeks, 2 hours a week
• On-Demand
• Paid Course
• 5 courses