Wealth Management

财富管理是一种为实现长期和短期目标而进行财务管理的严谨的战略方法。Coursera 的财富管理目录向您传授财务规划、投资策略和退休规划等关键概念。您将学习如何有效地管理和增长个人财富,了解不同的资产类别,创建投资组合,并理解不同投资选择的相关风险和收益。您还将清楚地了解税务规划、遗产规划以及如何使用金融产品来实现财务目标。对于财务顾问、个人理财爱好者或任何希望掌控自己财务未来的人来说,这项技能都是必不可少的。
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“wealth management” 的结果

  • 状态:免费试用

    您将获得的技能: Wealth Management, Financial Services, Financial Planning, Investment Management, Compensation Management, Risk Management Framework, Asset Management, Market Intelligence, Client Services

  • 状态:免费试用

    University of Geneva

    您将获得的技能: 风险分析, 财务规划, 衍生产品, 投资, 环境、社会和公司治理(ESG), 股票, 财务预测, 市场动态, 投资管理, 资产管理, 性能分析, 风险管理, 绩效衡量, 资本市场, 金融市场, 经济学, 金融科技, 财富管理, 金融, 投资组合管理

  • 状态:新
    状态:免费试用

    University of Illinois Urbana-Champaign

    您将获得的技能: Data Ethics, Responsible AI, Wealth Management, Supervised Learning, Machine Learning, Financial Services, Applied Machine Learning, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Learning Management Systems, Artificial Intelligence, FinTech, Data Mining, Regulatory Compliance, Financial Planning, Relationship Building, Risk Modeling, Legal Risk, Mobile Development, Human Computer Interaction

  • 状态:免费试用

    University of Illinois Urbana-Champaign

    您将获得的技能: Data Ethics, Wealth Management, Responsible AI, Financial Services, FinTech, Artificial Intelligence, Financial Planning, AI Personalization, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Advanced Analytics, Risk Mitigation, Automation

  • 状态:免费试用

    您将获得的技能: 衍生产品, 股票, 投资管理, 投资, 性能分析, 投资回报, 金融服务, 资本市场, 行为经济学, 证券(金融), 绩效衡量, 投资组合管理, 资产管理, 金融, 证券交易, 财务系统, 风险管理, 财富管理, 金融市场, 市场流动性

  • 状态:预览

    您将获得的技能: Wealth Management, Asset Management, Portfolio Management, Investment Management, Financial Planning, Financial Management, Financial Analysis

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  • 状态:免费试用

    University of Geneva

    您将获得的技能: 风险分析, 衍生产品, Variance 分析, 相关性分析, 股票, 投资, 概率分布, 财富管理, 资产管理, 金融市场, 估算, 风险管理, 投资组合管理

  • 状态:免费试用

    University of Illinois Urbana-Champaign

    您将获得的技能: Wealth Management, Finance, Financial Analysis, Case Studies, Financial Planning, Investments, Decision Making, Portfolio Management, Asset Management, Behavioral Economics, Investment Management, Private Equity, Real Estate

  • 状态:预览

    您将获得的技能: 风险分析, 微软Excel, 投资, 资产管理, 性能分析, 投资组合管理, 投资管理, 金融市场, 金融监管, 财富管理, 风险管理, 金融

  • 状态:免费试用

    您将获得的技能: Environmental Social And Corporate Governance (ESG), Financial Statement Analysis, Annual Reports, Mergers & Acquisitions, Income Statement, Financial Statements, Financial Analysis, Business Valuation, Banking Services, Credit Risk, Loans, Capital Expenditure, Corporate Finance, Banking, Accounting, Capital Markets, Enterprise Risk Management (ERM), Balance Sheet, Financial Trading, Wealth Management

  • 状态:新
    状态:免费试用

    University of Illinois Urbana-Champaign

    您将获得的技能: Wealth Management, Estate Planning, Portfolio Management, Real Estate, Investments, Financial Industry Regulatory Authorities, Commercial Real Estate, Regulatory Compliance, Asset Management, Tax Planning, Finance, Risk Management, Return On Investment, Financial Analysis, Business Strategies, Strategic Planning, Business, Data Management, Financial Statements, Failure Analysis

  • 状态:免费试用

    您将获得的技能: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Bank Regulations, Interviewing Skills, Banking, Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

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主要合作伙伴

  • University of Illinois Urbana-Champaign
  • University of Geneva
  • Rice University
  • University of Michigan
  • Corporate Finance Institute
  • Fundação Instituto de Administração
  • Indian School of Business
  • Alfaisal University | KLD