Best wealth management Courses Online
We compared 19 Wealth Management courses currently listed on Coursera, Udemy and edX, priced from $19.99 to $199.99. 3 come from a named university or institution, including University of Illinois Urbana-Champaign, MTF Institute and Corporate Finance Institute. They are ordered by our CourseAsk score, which is built from how thoroughly each course describes what it teaches, whether it comes from a named institution, and how it compares on price — not from star ratings, which our course data does not include.
- Courses in our catalog
- 34
- Compared here
- 19
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1
Artificial Intelligence in Finance and Wealth Management
Offered by University of Illinois Urbana-Champaign
This 3-course specialization offers a comprehensive exploration of Artificial Intelligence (AI) and Machine Learning in financial planning and wealth management. Course one, "Machine Learning and Human Learning," examine...
$49.00listed price -
2
Financial Planning and Wealth Management
Offered by EDUCBA
Build practical financial planning, investment, insurance, retirement, and tax planning skills for real-world wealth management. Learn how to create smarter financial plans, evaluate investments, manage risk, and make co...
$49.00listed price -
3
Professional Certificate in Regulatory Compliance
Offered by MTF Institute
Welcome to program: Professional Certificate in Regulatory Compliance by MTF InstituteCourse provided by MTF Institute of Management, Technology and FinanceMTF is the global educational and research institute with HQ at...
$94.99listed price -
4
Financial Planning Principles
Offered by Corporate Finance Institute
Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to pl...
$49.00listed price -
5
Portfolio Management for Retail Clients
Offered by Corporate Finance Institute
Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families....
$49.00listed price -
6
Land, Agriculture, and Alternative Investing
Offered by University of Illinois Urbana-Champaign
This specialization explores the intersection of land, agriculture, and alternative investing—equipping learners with the tools to build, manage, and transfer wealth using real assets. Through six expert-led courses, lea...
$49.00listed price -
7
Smart Money: Managing Your Portfolio
Offered by University of Illinois Urbana-Champaign
Across three courses, you’ll explore traditional investments, land and real estate as alternatives, and annuities as insurance-based tools for managing longevity risk and income stability. Using real-world scenarios, cas...
$49.00listed price -
8
Financial Planning Case Studies and Solutions
Offered by EDUCBA
Learn how to analyze real client financial situations, build goal-based financial plans, and make informed investment and wealth management recommendations. Develop practical financial planning skills through realistic c...
$49.00listed price -
9
Financial Planning and Investment Strategies
Offered by EDUCBA
Master the fundamentals of financial planning, smart investing, and wealth management. Learn how to build financial security through effective savings, diversification, asset allocation, and tax-efficient investment stra...
$49.00listed price -
10
Trading Platforms and Portfolio Analysis
Offered by EDUCBA
Build practical skills in stock trading, portfolio tracking, investment analysis, and financial planning. Learn how to evaluate markets, manage risk, use trading tools, and make informed investment decisions. This Specia...
$49.00listed price -
11
Analyze Personal Finance and Private Wealth Strategies
Offered by EDUCBA
By the end of this course, learners will be able to analyze investor profiles, evaluate risk and return objectives, apply tax-efficient portfolio strategies, and design comprehensive private wealth management solutions....
$49.00listed price -
12
Fundos de Investimento
Offered by Fundação Instituto de Administração
Nossas boas-vindas ao Curso Fundos de Investimento. Neste curso, você aprenderá sobre alguns dos principais conceitos relacionados aos fundos de investimento, sua classificação, características e demais informações impor...
$49.00listed price -
13
YATIRIMIN ALTIN KURALLARI
Kırk yıldan uzun zamandır hisse senetlerine yatırım yapan ve bu işe gönül vermiş biri olarak,bu uzun süre zarfında edindiğim bilgileri ve yaşadığım deneyimleri,bu konuya ilgi duyan kişilerle paylaşmak istedim.Amacım,kend...
$19.99listed price -
14
A Proven Plan: The Complete Wealth Creation Bootcamp
Making the decision to develop wealth and increase your income is a brilliant and practical decision that can change your financial life for good. Anyone can create wealth if they learn the wealth creation formula in thi...
$49.99listed price -
15
FinTech Product Manager: Crack Interviews & Build Products
The FinTech industry is transforming how financial services are built, delivered, and scaled — and Product Managers are at the center of this transformation.This course is a hands-on, real-world guide to Product Manageme...
$99.99listed price -
16
How to Systematize, Fix and Grow Your Business Fast
If you are a smart-but-overwhelmed business owner and you are looking to quickly grow your business, consolidate profitability, eliminate wasted effort, put your business on autopilot, so you can make more money and spe...
$199.99listed price -
17
Mutual Fund Investing & Financial Planning (Free Custom GPT)
In today's fast-paced world, financial security isn't a luxury – it's a necessity. This comprehensive course is designed to empower you with the knowledge and tools to achieve your financial dreams, no matter where you'r...
$19.99listed price -
18
Family Office & Family Wealth - Section 1. Introduction
Family Office & Family Wealth, the full course, in 6 separate sections, aims to be a reference guide for families interested in establishing their wealth-management structure, informed by experiences in Singapore, Lo...
$19.99listed price -
19
Introduction to Personal Financial Planning
Offered by Kelley Executive Education Programs
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your financial goals.
$199.00listed price
What the prices here tell you
The 19 priced courses on this page run from $19.99 to $199.99, with the middle of the range around $49.00 — a spread of $180.00. That is a wide gap for one subject. A higher price on this page usually reflects who is behind the course rather than how much material it contains, so it is worth opening two or three at different price points and comparing their syllabus before deciding.
Who is behind these courses
These courses come from Coursera, Udemy and edX. The platforms differ in how they sell: some charge once per course, others expect a subscription, and the listed price is not always what you pay at checkout after a promotion. 3 of these are produced by a named university or institution, including University of Illinois Urbana-Champaign, MTF Institute and Corporate Finance Institute — which usually means a fixed syllabus and a recognised certificate, rather than an individual instructor’s own course.
Before you enrol
Open the provider’s own page and check three things this comparison cannot tell you: when the course was last updated, what the syllabus actually covers in its later sections, and what recent learners say. Prices shown here are the provider’s listed price when we last rebuilt this page — they change often, and a promotion can move them substantially. We earn a commission if you enrol through our links, which costs you nothing and never affects the order courses appear in.