Complete Wealth & Asset Management Course | Excel Projects
Published 6/2026
Created by Sudeep Suresh
MP4 | Video: h264, 1920×1080 | 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.