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Wealth management is a loosely based term that involves a plethora of financial services when you speak about managing an individual or a firm’s wealth.
I have handpicked 5 best Udemy Wealth Management courses that are overall well received by the students on either with the ratings or feedbacks or enrollments numbers.
The courses are considered best because students have loved these courses (ratings) and benefited from it (number of enrollments).
Note: All the Udemy courses mentioned below have inclusive features such as 30 days money back guarantee, lifetime access to the course material, a certificate on completion and you can access the course in both Android and iOS.
If you’re interested only in free courses please refer free Udemy courses and also read my Udemy review for more details about the company.
Best Udemy Wealth Management Courses Review
Financial Planning & Analysis: Building a Company’s Budget
#Course 1
Course name: Financial Planning & Analysis: Building a Company’s Budget
Author: 365 Careers
About this course:
Financial planning and analysis is an integral part of any wealth investor portfolio and this course is what you will need to learn them.
To become an expert financial analyst you need to understand the core principles of preparing a company budget from scratch.
The course also focuses on important financial technical areas like revenue forecasting, cost planning, working development, fixed asset and more.
As part of the course curriculum, you need to undergo assignments on company’s sale forecast, create budget plan, work on production budget, create cash flow, etc.
You have to submit the assignments after every course challenge and get personalized feedback on your learning curve.
What student’s are saying after taking this course?
Ratings: 4.4+ from 644+ students; Currently Enrolled: 4,896+
The Complete Investment Banking Course
#Course 2
Course name: The Complete Investment Banking Course
Author: 365 Careers
About this course:
If you are looking for a solid course to kick start your career in investment banking and private equity, this is an awesome course from 365 careers.
The course provides a complete investment banking glossary terms and phrases, real world examples and case studies, 2 company valuation models, etc.
The course covers both the fundamentals and advanced concepts of four main areas of investment banking; Capital markets, advisory, trading and brokerage and asset management.
One of the best Udemy wealth management course for all future investment bankers!
What student’s are saying after taking this course?
Ratings: 4.4+ from 5,083+ students; Currently Enrolled: 31,063+
The Passive Investing Blueprint- Build Wealth Passively
#Course 3
Course name: The Passive Investing Blueprint- Build Wealth Passively
Author: Jari Roomer
About this course:
This wealth management course on Udemy lay emphasis on what passive investing is all about and helps you become a mature investor on a long run.
The course talks on strategies on how passively managed funds have outperformed active investors across the board.
It teaches you specific steps that need to be put in action for a personal investment portfolio situation.
The course author also provides a handbook of best performing index funds, investment platforms and a personal finance template.
What student’s are saying after taking this course?
Ratings: 4.5+ from 174+ students; Currently Enrolled: 1,406+
Investment Banking: The Complete Financial Ratio Analysis
#Course 4
Course name: Investment Banking: The Complete Financial Ratio Analysis
Author: Wealthy Education
About this course:
If you want to become a solid investor or investment banker or financial analyst, check this financial analysis course from wealthy education.
The course acts as a comprehensive investment analysis training program that teaches how to use financial ratio and evaluate which companies are the right fit for your investment portfolio.
Throughout the course, the author talks in detail about how to measure a company’s profitability, company’s efficiency, how to perform trend analysis, etc.
What student’s are saying after taking this course?
Ratings: 4.6+ from 102+ students; Currently Enrolled: 970+
The Complete Finance Manager Course 2018
#Course 5
Course name: The Complete Finance Manager Course 2018
Author: 365 Careers
About this course:
If you are looking for a complete financial management course to start a career as a wealth investment manager, check this bestseller course from 365 careers.
You are introduced to almost all major areas of finance such as ERP systems, accounting, working capital, financial statement analysis, capital budgeting, pivot tables, company valuation , etc.
Students have to take course challenges and send the working file to the author to keep this course as interactive as possible.
What student’s are saying after taking this course?
Ratings: 4.3+ from 536+ students; Currently Enrolled: 6,996+
Note: All Udemy prices fluctuate throughout the year. Lookout for internal Udemy sales to buy these courses at a lesser price!
Also, if you find similar Udemy Wealth Management courses that are not compromising on quality, please let us know in the comments section.
Happy Learning!
