Udemy - Complete Wealth and Asset Management Course Excel Projects

  • CategoryOther
  • TypeTutorials
  • LanguageEnglish
  • Total size2.7 GB
  • Uploaded Byfreecoursewb
  • Downloads5
  • Last checkedJun. 13th '26
  • Date uploadedJun. 13th '26
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Infohash : 181F72E9EB4A2CCE46C8C846A88F3335B7AA6C69

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.

Files:

[ WebToolTip.com ] Udemy - Complete Wealth and Asset Management Course Excel Projects
  • Get Bonus Downloads Here.url (0.2 KB)
    • ~Get Your Files Here ! 1 - Introduction
    • 1. Introduction.mp4 (57.6 MB)
    • 2. Instructor Introduction.mp4 (10.6 MB)
    10 - Regulation & Compliance (Global View)
    • 47. Major Regulatory Bodies & Frameworks.mp4 (43.3 MB)
    • 48. Suitability vs. Fiduciary Responsibility.mp4 (56.8 MB)
    • 49. Anti-Money Laundering (AML) in Wealth Management.mp4 (56.3 MB)
    • 50. Global Data Privacy & Tax Reporting Standards.mp4 (45.2 MB)
    • 51. Technology, Cybersecurity, and Compliance.mp4 (60.5 MB)
    11 - Fees, Charges & Revenue Models
    • 52. Fee-Based vs. Commission-Based Models.mp4 (41.7 MB)
    • 53. Wrap Accounts, AUM-Based Fees, and Performance Fees.mp4 (48.0 MB)
    • 54. Conflicts of Interest & Transparency.mp4 (61.6 MB)
    12 - Global Client Segments & Cross-Border Planning
    • 55. International Clients & Tax Residency Considerations.mp4 (48.3 MB)
    • 56. Currency and Regulatory Considerations for Cross-Border Investing.mp4 (50.1 MB)
    • 57. Offshore Wealth Structures.mp4 (49.4 MB)
    2 - Introduction to Wealth & Asset Management
    • 3. What is Wealth Management.mp4 (53.5 MB)
    • 4. What is Asset Management and How It Differs.mp4 (37.2 MB)
    • 5. Why Wealth Management Matters in Today’s World.mp4 (40.2 MB)
    • 6. Who Are the Clients HNWIs, Ultra-HNWIs & Retail Clients.mp4 (52.6 MB)
    • 7. Macroeconomic & Microeconomic Foundations.mp4 (37.3 MB)
    3 - Wealth Management Services
    • 10. Hands-On – Risk Profiling & Asset Allocation.mp4 (93.6 MB)
    • 10. Risk_Profiling_Asset_Allocation_Template_v1.0.xlsx (22.0 KB)
    • 11. Tax Planning & Estate Planning.mp4 (43.7 MB)
    • 12. Hands-On – Tax & Estate Planning.mp4 (52.9 MB)
    • 12. Tax_Estate_Planning_Template_v1.0.xlsx (17.8 KB)
    • 13. Retirement and Insurance Planning.mp4 (43.3 MB)
    • 14. Hands-On – Retirement & Insurance Planning.mp4 (66.4 MB)
    • 14. Retirement_Insurance_Planning_Template_v1.0.xlsx (23.0 KB)
    • 15. Private Banking vs. Wealth Management vs. Financial Planning.mp4 (39.2 MB)
    • 16. Family Offices & UHNW Solutions.mp4 (39.6 MB)
    • 8. Wealth Management Services.mp4 (14.7 MB)
    • 9. Investment Advisory.mp4 (58.6 MB)
    4 - The Wealth Management Life Cycle
    • 17. The Wealth Management Life Cycle.mp4 (38.5 MB)
    • 18. Wealth Accumulation Phase.mp4 (47.4 MB)
    • 19. Wealth Preservation Phase.mp4 (37.2 MB)
    • 20. Wealth Transfer & Succession Phase.mp4 (37.2 MB)
    • 21. Real-World Client Life Cycle Examples.mp4 (31.2 MB)
    5 - Front, Middle & Back Office in Wealth Management Operations
    • 22. Front, Middle & Back Office in Wealth Management Operations.mp4 (36.4 MB)
    • 23. Front Office Functions.mp4 (42.2 MB)
    • 24. Middle Office Functions.mp4 (41.0 MB)
    • 25. Back Office Functions.mp4 (49.2 MB)
    • 26. Workflow & Coordination.mp4 (50.7 MB)
    • 27. Technological Operational Resilience & Cyber Risk.mp4 (49.1 MB)
    6 - Asset Classes & Investment Products
    • 28. Asset Classes & Investment Products.mp4 (41.5 MB)
    • 29. Core Asset Classes (Equity, Debt, Real Estate, Cash).mp4 (79.7 MB)
    • 30. Alternative Investments.mp4 (41.2 MB)
    • 31. Investment Products (Mutual Funds, ETFs, Structured Products).mp4 (45.9 MB)
    • 32. Global Product Structures.mp4 (72.2 MB)
    • 33. Portfolio Diversification Concepts.mp4 (35.8 MB)
    7 - Key Concepts in Portfolio Management
    • 34. Key Concepts in Portfolio Management.mp4 (41.0 MB)
    • 35. Asset Allocation & Rebalancing.mp4 (42.0 MB)
    • 36. Risk Tolerance & Investment Profiles.mp4 (42.0 MB)
    • 37. Performance Metrics.mp4 (44.1 MB)
    • 38. Behavioral Finance & Investor Psychology.mp4 (33.2 MB)
    8 - Industry Players, Platforms & Trends
    • 39. Global Wealth Management Industry Structure.mp4 (52.4 MB)
    • 40. WealthTech, Robo-Advisors, AI in WM.mp4 (78.6 MB)
    • 41. Digital Assets, Crypto & Blockchain.mp4 (93.6 MB)
    • 42. Sustainable & Impact (ESG) Investing.mp4 (87.6 MB)
    9 - Case Studies & Scenarios
    • 43. Sample Client Portfolio Construction & Analysis.mp4 (55.4 MB)
    • 44. Life Stage- Needs Based Advisory Case Study.mp4 (40.2 MB)
    • 45. Ethics and Conflicts of Interest in Advisory.mp4 (41.7 MB)
    • 46. Regional Global Case Snapshots.mp4 (52.9 MB)
    • Bonus Resources.txt (0.1 KB)

Code:

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