Budget and goals
Build an annual budget and three quantified savings goals for a typical household.
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Economics & finance · 51Beginner
Wealth Advisor
Learners heading into private banking or personal financial advice.
Personal finance, insurance and risk, financial markets and portfolio management, then AI applied to wealth advice.
161hours of coursework
17weeks at 10 h
4steps
13courses
2universities
Target skills
Financial PlanningInvestment ManagementBehavioral EconomicsWealth ManagementFinancial ServicesAsset ManagementFinancePortfolio RiskEconomicsRisk ManagementPortfolio ManagementMarket Dynamics
Skill labels as listed on Coursera.
Target jobs
- Wealth advisor
- Bank adviser
- Financial planner
Progression
- 1University of Illinois Urbana-ChampaignBeginner
Stated prerequisites: No prior experience required
Show the 3 courses
Course Level Length Rating (reviews) Financial Planning for Young Adults Beginner 20 h 4.6 (1,427) Investing and Building Wealth Beginner 13 h — Money and Happiness Beginner 6 h — - 2University of Illinois Urbana-ChampaignBeginner
Show the 3 courses
Course Level Length Rating (reviews) RiskWise: Insurance and Your Financial Future Beginner 8 h — Microeconomics Principles Beginner 9 h 4.8 (3,332) Investing and Building Wealthalready taken Beginner 13 h — - 3University of GenevaBeginnerMicrosoft Excel
Stated prerequisites: No prior experience required
Show the 5 courses
Course Level Length Rating (reviews) Understanding Financial Markets Beginner 11 h 4.8 (5,965) Meeting Investors' Goals — 9 h 4.8 (1,827) Portfolio and Risk Management Beginner 8 h 4.7 (2,481) Securing Investment Returns in the Long Run — 8 h 4.8 (1,202) Planning your Client's Wealth over a 5-year Horizon — 14 h 4.7 (433) - 4University of Illinois Urbana-ChampaignIntermediateGenerative AI
Show the 3 courses
Course Level Length Rating (reviews) Machine Learning and Human Learning Beginner 38 h — Artificial Intelligence in Financial Planning Beginner 8 h 4.4 (13) Artificial Intelligence in Wealth Management Beginner 9 h 4.7 (15)
With Coursera Plus
This path takes 161 hours, about 4 months at 10 hours a week. A Coursera Plus subscription gives access to most of its courses during that time.
Projects to build
Asset allocation
Propose three portfolios (cautious, balanced, growth) and compare historical return and risk.
Wealth review
Write a wealth review for a fictitious client and a five-year plan.