Wealth Management Courses and Certifications

Learn and Master the Basics of Finance

5403 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 34 minutes
• On-Demand
• Paid Course

Learn 4 truths that can change your life

561 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

Three Fool-Proof Ways to Protect Yourself From Lawsuits

39 ratings at Udemy

Discover three effective strategies to safeguard your assets from lawsuits, focusing on essential trusts for businesses and practical protection methods against frivolous legal claims.

• Udemy
• 1-2 hours
• On-Demand
• Paid Course

Corporate Finance Institute

Introduction to Financial Planning and Wealth Management

Learn about wealth management industry trends, career paths, and essential skills for success. Explore various advisor roles and determine your ideal career direction in financial planning.

• Coursera
• 4 hours 13 minutes
• On-Demand
• Free Online Course (Audit)

Interview Tips for Finance Professionals

166 ratings at LinkedIn Learning

Land your dream job in finance. Get tips and sample questions to help you ace your next interview.

• LinkedIn Learning
• 1 hour 4 minutes
• On-Demand
• Free Trial Available

Hanken School of Economics

Principles of Wealth Management

Introduce yourself to the world of finance and wealth management with this engaging course from the Hanken School of Economics.

• FutureLearn
• 7 weeks, 4 hours a week
• On-Demand
• Free Online Course (Audit)

INCEIF University

Components of Shariah and the Objectives of Wealth

Understand the principles of shariah law in relation to wealth, and explore their applications in modern finance and economics.

• FutureLearn
• 4 weeks, 1 hour a week
• On-Demand
• Free Online Course (Audit)

Southwestern University of Finance and Economics

Investment Banking

Discover the inner workings of investment banking, from IPO processes and M&A strategies to trading operations and wealth management. Master essential concepts through real-world cases and financial theories.

• XuetangX
• On-Demand
• Free Online Course

Cross-Border Financial Planning

Explore financial planning strategies for cross-border retirement, focusing on US-Canada transitions. Learn about RRSPs, RRIFs, 401(k)s, and tax considerations for a smooth international retirement.

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

Do Financial Planning

Learn to invest wisely, plan for long-term goals, and harness the power of compounding. Discover effective asset allocation strategies and how to determine your investable surplus.

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

Salesforce

Inspire Customer Loyalty with Financial Services Cloud

Discover how Financial Services Cloud helps you deliver personalized wealth management.

• Trailhead
• 6-7 hours
• On-Demand
• Free Online Course

TEDx

Money, Morals and a Global Impact - How To Have Your Cake and Eat It Too

Discover strategies for achieving financial success while maintaining ethical standards and making a positive global impact, as shared by business expert Dan Vega in this insightful TEDx talk.

• YouTube
• 17 minutes
• On-Demand
• Conference Talk

TEDx

Intraday Trading Is Like a Video Game

Explore intraday trading as a dynamic, game-like experience with insights on market strategies, mind programming techniques, and fostering a positive relationship with wealth.

• YouTube
• 19 minutes
• On-Demand
• Conference Talk