Wealth Management Courses and Certifications

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

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

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

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 Online 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
• On-Demand
• Free Online Course

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 Online Course

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 Online Course

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 Online Course

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 Online Course

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

Learn and Master the Basics of Finance

5373 ratings at Udemy

Master finance basics: banking, investments, and complex derivatives. Build a solid foundation to confidently discuss financial issues and manage personal wealth.

• Udemy
• 3 hours 14 minutes
• On-Demand
• Paid Course

Learn 4 truths that can change your life

553 ratings at Udemy

Down to earth, understandable, practical and attainable truths that can improve your life?

• Udemy
• 1 hour 38 minutes
• On-Demand
• Free Online Course

Master Money: The Path to Wealth and Financial Freedom

51 ratings at Udemy

Learn practical strategies for saving, investing, and increasing income to build wealth and achieve financial freedom. Covers budgeting, stock market basics, real estate, retirement planning, and side hustles.

• Udemy
• 3-4 hours
• On-Demand
• Paid Course

6 Pillars of Ultimate Success with John Spencer Ellis

41 ratings at Udemy

​Create ULTIMATE personal and entrepreneurial success!

• Udemy
• 1-2 hours
• On-Demand
• Free Online Course