SP44 · Business / Non-IT
Wealth Management & Investment Advisory
Wealth Manager, Portfolio Advisor, Private Banker, Financial Planner
Why now
Rapid growth in Indian retail investing and HNI advisory; advisory work now needs its own professional track
Discipline Core (10)
- Investment Management
University of Geneva · Specialization
90h
3 credits
- Wealth Management
Corporate Finance Institute · Specialization
90h
3 credits
- Investment and Portfolio Management
Rice University · Specialization
60h
2 credits
- Investment Management with Python and Machine Learning
EDHEC Business School · Specialization
120h
4 credits
- Smart Money: Managing Your Portfolio
University of Illinois Urbana-Champaign · Specialization
60h
2 credits
- Financial Planning and Wealth Management
EDUCBA · Specialization
120h
4 credits
- Preparatory Certificate in Finance and Financial Markets
Corporate Finance Institute · Specialization
120h
4 credits
- Financial Planning & Analysis and Performance Management
John Wiley & Sons · Specialization
120h
4 credits
- Saving, Investing, Insurance, and Retirement Planning
John Wiley & Sons · Specialization
60h
2 credits
- Artificial Intelligence in Finance and Wealth Management
University of Illinois Urbana-Champaign · Specialization
60h
2 credits
Electives (26)
- HR Management and Workforce Analytics
EDUCBA · Specialization
60h
2 credits
- Sales Operations/Management
West Virginia University · Specialization
90h
3 credits
- Project Finance, Loan and Cash Flow Modeling
EDUCBA · Specialization
60h
2 credits
- Strategic Business Leadership
University of Glasgow · Specialization
120h
4 credits
- Digital Transformation in Financial Services
Copenhagen Business School · Specialization
90h
3 credits
- People Data Foundations: Metrics & Visualization
Coursera · Specialization
120h
4 credits
- Organizational Leadership in Diversity, Equity & Inclusion
Rice University · Specialization
120h
4 credits
- Generative AI for Business: No-Code Automation & Strategy
Edureka · Specialization
90h
3 credits
- Microsoft Leadership and Innovation
Microsoft · Specialization
60h
2 credits
- FinTech: Finance Industry Transformation and Regulation
The Hong Kong University of Science and Technology · Specialization
90h
3 credits
- Principles of Leadership: Leading Technical Teams
University of Colorado Boulder · Specialization
120h
4 credits
- Enterprise AI Strategy
Coursera · Specialization
120h
4 credits
- Managing Stress and Building Resilience in Challenging Times
Creo Incubator · Specialization
90h
3 credits
- Financial Reporting
University of Illinois Urbana-Champaign · Specialization
60h
2 credits
- Strategic Sales Management
Fundação Instituto de Administração · Specialization
60h
2 credits
- Investment and Corporate Finance
EDUCBA · Specialization
120h
4 credits
- Advanced Digital Transformation
IIMA - IIM Ahmedabad · Specialization
90h
3 credits
- Corporate Innovation & Intrapreneurship Programme
Creo Incubator · Specialization
60h
2 credits
- Financial Technology (Fintech) Innovations
University of Michigan · Specialization
120h
4 credits
- Neuroscience of Leadership: Leading with Your Brain
University of Colorado Boulder · Specialization
120h
4 credits
- Agile Approaches for Modern Leadership
Duke University · Specialization
90h
3 credits
- Strategic AI Governance
Coursera · Specialization
90h
3 credits
- People Analytics with AI: Data-Driven HR Strategies
Coursera · Specialization
90h
3 credits
- Business Leadership Essentials: HR, Org Design & Negotiation
Minnesota State University, Mankato · Specialization
120h
4 credits
- Introduction to Financial Accounting: The Accounting Cycle
University of California, Irvine · Specialization
120h
4 credits
- Google Advanced Data Analytics
Google · Professional Certificate
180h
6 credits