Udemy - Complete Wealth and Asset Management Course Excel Projec...

Category: Other
Type: Tutorials
Language: English
Total Size: 2.7 GB
Uploaded By: freecoursewb
Downloads: 47658
Last checked: Jun. 13th '26
Date uploaded: Jun. 13th '26
Seeders: 25141
Leechers: 8543
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Complete Wealth & Asset Management Course | Excel Projects

https://WebToolTip.com

Published 6/2026
Created by Sudeep Suresh
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All Levels | Genre: eLearning | Language: English | Duration: 57 Lectures ( 2h 43m ) | Size: 2.8 GB

Learn wealth management, portfolio construction, retirement planning, financial planning with practical Excel exercises.

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.

Requirements
❗ No prior knowledge of wealth management or investing is required. The course starts with the fundamentals.

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