Wealth Management

Stride to financial success with your own wealth management guru!
3.5 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
272 students enrolled
Instructed by Austal Group Business / Finance
50% off
Take This Course
  • Lectures 21
  • Length 3.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works


Find online courses made by experts from around the world.


Take your courses with you and learn anywhere, anytime.


Learn and practice real-world skills and achieve your goals.

About This Course

Published 12/2014 English

Course Description

"An investment in knowledge pays the best interest." - Benjamin Franklin

Do you want to secure your financial future? Do you want to become wealthy? Do you want to learn about investing, asset management and risk?

This course is all about wealth and personal finance. Wether you're a recent graduate, young professional, mid career with a family or if you're about to retire. If you want to become financially sound without any stresses then you should undertake this course.

We will teach you the basics of wealth management, investing and finance so that you can achieve your goals instead of just thinking about them.

This course is activity-based with emphasis on your life. In addition, you will learn how to apply the principles you learn to enhance your life. We will learn about cash, credit, wealth, and risk management as well as the environmental effects on personal and family financial management. We will provide supplementary materials that go along with out videos such as worksheets and excel sheets to enhance your learning progress.

Our course has a structure with seven modules. These are Goals, Risk, Cash flow, Assets, Investment Methods, Scams and Insurance.

Each of these modules have three videos each which provide in-depth coaching in a simple, easy-to-understand method.

Each video is approximately 7-15 minutes long. The entire course provides approximately 3-4 hours of rich material.

If you wish to become your own wealth guru, or you want to financially secure you or your family's future, then this course is for you!

What are the requirements?

  • We will teach you everything from the basics to the more advanced concepts. Prior knowledge is not necessary.

What am I going to get from this course?

  • Successfully manage personal wealth
  • Pave the road to riches
  • Become your own wealth guru
  • learn the basics of investing
  • Set goals the S.M.A.R.T way
  • Stride your way out of debt

Who is the target audience?

  • This course is meant for anyone and everyone who wishes to become financially successful. From the young professional to those who are about to retire, this course is structured to cover people in a wide variety of situations in life.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Goals
SMART Financial Goals
Target Sum
Section 2: Risk
Risk and Emotion
Types Of Risk
Risk and Goals
Section 3: Cashflow
Avoiding The Debt Trap
Managing Cashflow
Section 4: Assets
Choosing The Right Investments
Asset Classes
Your Asset Universe
Section 5: Investment Methods
Purchase Smart
Do's and Dont's of Investments
The Review Habit
Section 6: Scams
Scan Danger Signs
Honest Trading
Getting Redress
Section 7: Insurance
Insurance and Risk
Insurance Policies
Optimising Insurance

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Austal Group, Banking and Finance Experts

AustalGroup, a financial services firm, founded in 2004 focuses on 3 core related areas – Analytics, Capital and Education.

AustalEducation provides live instruction in financial analysis. Our team comes with many years of investment banking and operational experience and we understand the market conditions and ‘on-the-ground’ reality that most companies face in India.

Our Wealth Management Courses are perfect for anyone wanting to learn the basics of investing and what it takes to be a successful investor. For anyone and any age, you will learn the basics of becoming wealthy!

Our Investment Banking Courses teach the basics of Investment Banking, as well as crucial elements of Financial Modelling, such as Balance Sheet, Income Statement, Cashflow and M&A modelling so that you have the edge in the world of banking and finance.

Ready to start learning?
Take This Course