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Complete Wealth & Asset Management Course | Excel Projects
New
1 students
Complete Wealth & Asset Management Course | Excel Projects
Learn wealth management, portfolio construction, retirement planning, financial planning with practical Excel exercises.
Created bySudeep Suresh
Last updated 6/2026
English
What you'll learn
- Understand wealth management, asset management, and financial planning concepts used by advisors and investment professionals.
- Build and analyze diversified portfolios using real-world case studies, calculators, and Excel-based tools.
- Perform risk profiling and asset allocation to build investment portfolios aligned with financial goals.
- Evaluate mutual funds, ETFs, stocks, bonds, and other investment products for portfolio construction.
- Apply portfolio diversification, rebalancing, retirement planning, and performance analysis using practical Excel exercises.
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Course content
12 sections • 57 lectures • 2h 43m total length
Requirements
- No prior knowledge of wealth management or investing is required. The course starts with the fundamentals.
Description
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.
In this course, you will learn:
• Wealth & Asset Management fundamentals
• Risk profiling and asset allocation
• Investment products like mutual funds, ETFs, equities, bonds, and real estate
• Portfolio diversification and rebalancing
• Retirement and financial planning basics
• Investor psychology and behavioral finance
• Portfolio performance and risk concepts
• Wealth management fee structures and advisory models
The course also includes practical Excel-based exercises and case studies to help you understand real-world applications of portfolio management and financial planning concepts.
By the end of this course, you will have a clear understanding of how wealth management works and how investment portfolios are constructed and managed in practice.
Who this course is for:
- Students and graduates interested in wealth management, investment management, or financial planning careers.
- Bankers, relationship managers, mutual fund distributors, and financial services professionals seeking foundational knowledge.
- Investors who want to better understand portfolio construction, asset allocation, diversification, and risk management.
- Anyone looking for a practical introduction to wealth and asset management through real-world examples and Excel exercises.