7 Best Wealth Management Courses [2021 JULY]

Best Wealth Management course tutorial class certification training online

Wealth Management has become a crucial aspect of everyone’s life owing to volatile markets and other life uncertainties. If you are keen on managing the finances of others, you can develop a bright career by learning the ins and outs of wealth management and serving high-net-worth clients around the globe. To help you achieve this, we have curated a list of the best free and paid online Wealth Management courses below. Read further to understand better and make a move! Have a look at our compilation of Finance Courses.

 

7 Best + Free Wealth Management Courses & Classes [2021 JULY]

1. Online Professional Certificate in Wealth Management (New York Institute of Finance)

Wealth Management goes beyond saving money. Finance professionals who want to provide a wide range of services to manage their client’s wealth aptly can benefit greatly by exploring different options for investments. The New York Institute of Finance has been delivering training to wealth management professionals for over 90 years now, and anyone willing to take up their career in this field can sign up to start learning. Even people who want to take care of their investments on their own have a lot of takeaway from this online certification program. Property management, taxing, portfolio management, risk assessment, etc., are some of the wealth management concepts that you will learn in this course.

 

Key USPs –

 – Get an in-depth understanding of financial planning and personal wealth management.

– Identify and analyze the options available for investments as per your client’s current assets and the risk and return in the deals.

– Help your clients in making them understand the importance of diversifying their investments.

– Work as a certified wealth management professional by learning about the laws and regulations governing global finance management.

 

Duration: 75 Hours

Rating: 4.5 out of 5

You can Sign up Here

 

 

2. Wealth Management (College for Financial Planning)

You can be a financial planner or someone making your way into wealth management, and what can do you tones of good is having a certificate to support your skillset in managing people’s money. College for Financial Planning – a Kaplan Company, offers three different educational and skill-building certification and degree programs. These can be taken up by individuals who want to boost their career in wealth management, and they also cater to the educational and professional needs of institutes and corporates worldwide. They are providing financial training for more than 80 years, and you can earn your credit points too by being certified and using it for further education or setting up your practice. Check out our take on Best Anti-Money Laundering Courses.

 

Key USPs –

 – Build your expertise in personal finance management by learning asset management, retirement planning, and investment management.

– Earn credit points to advance your career by gaining authenticity and credibility through certification.

– Start your practice as a wealth management expert to help your clients invest in the right deals.

 

Duration: Variable

Rating: 4.5 out of 5

You can Sign up Here

 

 

3. Finance and Wealth Management (Wharton Executive Education)

Wharton Executive Education speaks for itself by providing financial and wealth management training programs and certifications to individuals who want to establish themselves in corporate finances and global investments. The experts who conduct these training are world-renowned scholars as far as financial planning goes, and with their expertise on the platter, those who sign up will be ready to help their client tackle any market, be it bull or bear! You can check out the endless course list on their website to finalize the program that best suits your learning and career curve and start it right away.

 

Key USPs –

 – Learn the core concepts of financial planning and wealth management from the world’s best faculties.

– Understand client psychology for closing deals with maximum profit numbers.

– Advance your knowledge in dealing with acquisitions and mergers.

– Assess risk and empower your strategic thinking abilities to gauge investments deals.

– Understand venture capital and valuation of companies.

– Get certified from Wharton to improve your chances of working with cream clientele.

 

Duration: Variable

Rating: 4.4 out of 5

You can Sign up Here

 

 

4. Wealth Management Online Training (American Bankers Association)

Webinars, certifications, courses for understating the A to Z of finances or exam preps, you will find all this and much more on the online platform by American Bankers Association (ABA). With over 80 training and online courses, anyone willing to learn wealth management can dive straight into the concepts governing personal financial planning. After completing your training, you can provide multiple services to your clients ranging from health savings to retirement investments. You can choose the type of class that you want to enroll in – self-paced or instructor-based and start taking your lessons online with ease. With member tools, you can communicate with fellow financial planners and get all necessary updates on the market. Check out their website to learn more about the different options.

 

Key USPs –

 – Earn certification in providing fiduciary services to cater to a distinct class of clients.

– Enroll in webinars to learn the laws and ethics governing wealth management to help your clients with clean investments.

– Prepare for the CTFA exam by taking the self-paced training from ABA.

– Get access to industry solutions, job boards, discussion forums, and committees as additional benefits of being an ABA member.

 

Duration: Variable

Rating: 4.4 out of 5

You can Sign up Here

 

 

5. Principles of Wealth Management by the Hanken School of Economics (FutureLearn)

Students doing their Bachelor’s or Master’s in wealth management or professional practitioners are the ideal candidates for this Hanken School of Economics’ online course on FutureLearn. If you know the upper secondary level mathematical concepts, you would be able to engage and understand the study material with greater ease. There comes a lot of weight when you get certified after enrolling for this course as the Hanken School of Economics is one of the oldest and prestigious institutes in the business management sector. There are three models for subscribing to this course, and you can explore these options on the FutureLearn website.

 

Key USPs –

 – Learn in detail about asset management, investment diversification, risk and return analysis, market behavior, and much more to carry out wealth management efficiently.

– Understand the concept of money value with time and compound effect to invest for your clients wisely.

– Upgrade your subscription to FutureLearn to get lifetime course access and digital certification.

 

Duration: 7 Weeks

Rating: 4.4 out of 5

You can Sign up Here

 

 

6. Wealth Management Theory & Practice (Yale School of Management)

If you are into numbers and managing people’s finances appeals to you, becoming a Certified Private Wealth Advisor can take you a long way in this career. Yale School of Management has created this online program to help such individuals prepare thoroughly for this certification exam. You will get a better understanding of the core concepts of wealth management and the curriculum of the exam once you sign up for this course. Students have one-year access to the study materials, but then you have to take the entire course within a span of six months. Through mock tests and ample practice, you can easily approach your final exams with more confidence. Check their website for further details.

 

Key USPs –

 – Learn wealth management concepts from subject matter experts and faculties of Yale.

– Acquire the knowledge, skills, and confidence to clear the Certified Private Wealth Advisor® (CPWA) certification exam.

– Develop your business strategies by learning to use financial management tools to serve high-end customers.

– Get your queries solved from the faculty members during the open office hours to have a smooth learning experience.

 

Duration: 6 Months

Rating: 4.4 out of 5

You can Sign up Here

 

Review: Thanks again for a great program. I really appreciated being able to do it at my own pace – watching the lectures at my leisure and re-listening on my phone while on walks or during the commute. The Yale practice test and final exam were hard which gave me the right amount of fear to push harder. For sure it has already made me a better advisor. – Ben J.

 

7. Asset Management Courses (Coursera)

Coursera has curated Asset Management courses designed by the world’s top institutes for all levels of learners. With over 350 courses, you can check the options available, ranging from portfolio management to business in the disruptive market to heritage management and much more. You can browse the program library to explore all the choices you have and select the one that best fits your goals and purpose. These programs usually have flexible deadlines and thus can fit into your schedule easily. Learn asset management and financial planning at your pace to improve the way you cater to your clients and take your wealth management business to the next level. You may like to check our list of Best Fraud Courses.

 

Key USPs –

 – Learn the intricacies of investments in various types of properties and articles from the world’s best universities.

– Take classes at your pace without burning out yourself and finish them to get certified in the program of your choice.

– Start your practice in wealth management after acquiring the skills to understand the market parameters and use financial tools to help your clients.

 

Duration: Variable

Rating: 4.4 out of 5

You can Sign up Here

 

 

These are the top online Wealth Management Courses, Classes, Tutorials, Training and Certifications programs available online. Hope you start with your learning soon to prosper in your career!