This course contains the use of artificial intelligence. Want to understand how wealth managers, financial advisors, and portfolio professionals help individuals grow, protect, and transfer wealth? This course is designed to give you a practical and beginner-friendly introduction to the world of Wealth & Asset Management.
Whether you are a student, aspiring finance professional, banker, relationship manager, mutual fund distributor, investor, or simply someone who wants to understand investments and portfolio management better — this course will help you build strong foundational knowledge using real-world concepts and hands-on Excel activities.
Instead of focusing only on theory, this course combines wealth management concepts with practical exercises, portfolio analysis, calculators, and financial planning scenarios.
