The Personal Finance and Wealth Management Masterclass (Udemy.com)

Broad knowledge about personal finance. A great refresher. The best is the is a guaranteed value added for all. Some topics were poorly covered during our bachelor’s or master degree. Highly recommend.

I am an acquisition manager and do not have an MBA but do have a MA. I am very excited to better understand personal finance and wealth management. I am a few years away from retirement and want to gain and apply knowledge manage my wealth in retirement with the goal of taking care of my own needs while creating generational wealth.

He told me briefly about the material that I would learn as a student and it was really helpful for me to decide whether I should continue this course and would be more beneficial for me or not.

Hi, So far the course is good. In part 37 of Section 2 - Financial Planning Tools in Select countries - one of the indicators has been mentioned as Accuracy instead of Adequacy in the voice over - Kindly correct the same In Part 38, it would be good to have a quick 30 second brief on what services are generally offered by a private bank - differences between private banks / investment firms / family offices etc and then jump to the bank of americas, jp morgans etc...

Excellent course. Focuses on reliable sources of financial information and deals with important topics such as time value of money, how to calculate future and present value of investments, comparing total returns and premium risks. Really went beyond personal finances and into wealth building and management.

Very informative, great lecture delivery and explanation of terms/financial jargon, but there needs to be an increase in interactivity between the lecturer and the student to solidify understanding.

Great crash course on everything wealth management. I start a new job in this field (on the design/ creative side) and this was the perfect primer into this industry in a very clear and in-depth manner! Raj did not blink or say "umm" once. I was very impressed ;)

A well-organized and comprehensive overview (some with great and useful detail, helpful context and real world examples) of personal finance and wealth management. The different filming settings was a little challenging when far away from camera, for visual engagement and also for easy audio listening. Instructor has a consistent presentation style that is nice and engaging. Very helpful examples. Great for anyone, from age 15 or so through later years in pre- or post-retirement, to understand how finances work, and what are some of the best practices for financial planning and living to have your best odds to acquire, protect and build your wealth.

The course was extremely basic and covered some theory from other web sites / sources. It is targeted a college students. I assumed it would cover aspects of managing private wealth and building a portfolio including templates.

This course will be extremely valuable to anyone who takes it, but especially to young people who are starting on their journey through life. I wish I had taken this before college!