Understanding the wealth management and financial planning industry, the career paths available, and what skills are typically associated with success in each path can help you spend your time wisely when it comes to researching career paths. This course helps you build this foundation so you don’t waste any time.
Introduction to Financial Planning and Wealth Management
Introduction to Financial Planning and Wealth Management
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作业
1 项作业
授课语言：英语（English）
了解顶级公司的员工如何掌握热门技能
积累特定领域的专业知识
本课程是 Preparatory Certificate in Finance and Financial Markets 专项课程 专项课程的一部分
在注册此课程时，您还会同时注册此专项课程。
- 向行业专家学习新概念
- 获得对主题或工具的基础理解
- 通过实践项目培养工作相关技能
- 获得可共享的职业证书
该课程共有9个模块
This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers. You will develop a comprehensive understanding of where the industry is today, where it’s going, and what could be in it if you decide to pursue a career. Finally, you will explore the key career paths from a holistic, region-agnostic point of view and explain each role’s day-to-day and what skills an exceptional advisor in the role demonstrates.
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9个视频4篇阅读材料
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授课教师评分
4.8 (7个评价)
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状态：预览Indian School of Business
状态：预览University of Illinois Urbana-Champaign
状态：免费试用
状态：预览
人们为什么选择 Coursera 来帮助自己实现职业发展
Felipe M.
自 2018开始学习的学生
''能够按照自己的速度和节奏学习课程是一次很棒的经历。只要符合自己的时间表和心情，我就可以学习。'
Jennifer J.
自 2020开始学习的学生
''我直接将从课程中学到的概念和技能应用到一个令人兴奋的新工作项目中。'
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自 2021开始学习的学生
''如果我的大学不提供我需要的主题课程，Coursera 便是最好的去处之一。'
Chaitanya A.
''学习不仅仅是在工作中做的更好：它远不止于此。Coursera 让我无限制地学习。'
学生评论
4.7
34 条评论
- 5 stars
76.47%
- 4 stars
17.64%
- 3 stars
2.94%
- 2 stars
2.94%
- 1 star
0%
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AL
4
已于 Apr 5, 2025审阅
Explains what a wealth manager does, and the industry and careers. Does not get into the details of financial planning.
SM
5
已于 Sep 9, 2025审阅
Quick and clear content that presents a good overview of the two different roles.
常见问题
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
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