VOOZH about

URL: https://www.coursera.org/learn/wealth-management-and-financial-planning-essentials

⇱ Wealth Management and Financial Planning Essentials | Coursera

Wealth Management and Financial Planning Essentials

Ends soon! Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.

Wealth Management and Financial Planning Essentials

Instructor: EDUCBA

Included with

Ask Coursera

Gain insight into a topic and learn the fundamentals.
6 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
6 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze client needs, risk profiles, and financial goals to develop suitable wealth strategies.

  • Evaluate investment products including equities, debt, mutual funds, real estate, and derivatives.

  • Apply portfolio management, financial planning, and risk management techniques for wealth creation.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

June 2026

Assessments

9 assignments

Taught in English

There are 3 modules in this course

Master wealth management, investment strategies, and financial planning in one practical course.

Learn how to advise clients, build portfolios, and manage risk like a professional. This course provides a complete foundation in wealth management, covering client classification, investment products, risk-return analysis, and financial planning. You will explore key asset classes such as equity, debt, mutual funds, private equity, and real estate, along with advanced instruments like derivatives. Through real-world scenarios, you will learn how to assess client needs, design suitable investment strategies, and optimize portfolios based on risk tolerance and financial goals. The course also covers essential topics like insurance, loans, and estate planning to provide a holistic understanding of wealth management. By the end of this course, you will be able to confidently evaluate investment opportunities, apply financial planning frameworks, and deliver effective advisory solutions—whether for clients or personal finance.

Understand the fundamentals of wealth management, including client segmentation, regulatory frameworks, and core investment avenues such as equity, debt, and mutual funds.

What's included

4 videos3 assignments

4 videos•Total 30 minutes
  • Introduction and classification•7 minutes
  • Regulatory Classification•6 minutes
  • Various Investment Avenues•9 minutes
  • Understanding Mutual Funds•8 minutes
3 assignments•Total 50 minutes
  • Understanding Investment Classifications•10 minutes
  • Exploring Core Investment Avenues•10 minutes
  • Foundations of Investment Landscape•30 minutes

Explore alternative investments, real estate structures, and derivatives to analyze complex financial instruments and their role in portfolio diversification and risk management.

What's included

4 videos3 assignments

4 videos•Total 40 minutes
  • Direct Private Equity•12 minutes
  • Real Estate Funds•7 minutes
  • Derivatives•10 minutes
  • Call and Put options•11 minutes
3 assignments•Total 50 minutes
  • Alternative Investment Opportunities•10 minutes
  • Derivatives and Options Explained•10 minutes
  • Advanced Investment Instruments•30 minutes

Learn to evaluate risk-return dynamics, apply insurance and lending solutions, and develop comprehensive financial plans aligned with client goals and life stages.

What's included

6 videos3 assignments

6 videos•Total 44 minutes
  • Risks involved•9 minutes
  • Risk return•2 minutes
  • Insurance•11 minutes
  • Loans•12 minutes
  • Financial Planning•8 minutes
  • Financial Plan Example•2 minutes
3 assignments•Total 50 minutes
  • Understanding Risk and Protection Tools•10 minutes
  • Building Effective Financial Plans•10 minutes
  • Risk Management and Financial Planning•30 minutes

Instructor

EDUCBA
1,663 Courses•338,914 learners

Explore more from Finance

Why people choose Coursera for their career

👁 Image

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
👁 Image

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
👁 Image

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
👁 Image

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,