| Bonus Resources.txt | 102.4 B | ||
| Get Bonus Downloads Here.url | 204.8 B | ||
| ~Get Your Files Here ! | |||
| 1 - Introduction | |||
| 1. Introduction.mp4 | 57.6 MB | ||
| 10 - Regulation & Compliance (Global View) | |||
| 11 - Fees, Charges & Revenue Models | |||
| 12 - Global Client Segments & Cross-Border Planning | |||
| 2 - Introduction to Wealth & Asset Management | |||
| 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 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 KB | ||
| 15. Private Banking vs. Wealth Management vs. Financial Planning.mp4 | 39.2 MB | ||
| 16. Family Offices & UHNW Solutions.mp4 | 39.6 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 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 MB | ||
| 35. Asset Allocation & Rebalancing.mp4 | 42 MB | ||
| 36. Risk Tolerance & Investment Profiles.mp4 | 42 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 | ||
| 8. Wealth Management Services.mp4 | 14.7 MB | ||
| 9. Investment Advisory.mp4 | 58.6 MB | ||
| 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 | ||
| 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 | ||
| 52. Fee-Based vs. Commission-Based Models.mp4 | 41.7 MB | ||
| 53. Wrap Accounts, AUM-Based Fees, and Performance Fees.mp4 | 48 MB | ||
| 54. Conflicts of Interest & Transparency.mp4 | 61.6 MB | ||
| 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 | ||
| 2. Instructor Introduction.mp4 | 10.6 MB |
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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| 3.3 GB | freecoursewb | 21 hours | 0 | 0 | |
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Udemy - The Complete Beginner ' s Guide to Prompt Engineering (2026) Posted by
freecoursewb in Other
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| 3.8 GB | freecoursewb | 1 week | 30 | 5 | |
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