Wealth Mgmt·Course
Wealth Management
Macro analysis, geopolitical risk, strategic asset allocation, alternative investments and tax architecture
Part of the Business & Economics track — finish it for a verifiable diploma →
§ 01 — Orientation
New here?
What you'll be able to do, who this is for, how long it takes, and where to begin.
By the end, you will be able to
- 01Turn macro and geopolitical signals into investment decisions.
- 02Build portfolios matched to a client's risk profile and horizon.
- 03Evaluate private markets, real assets, and alternatives.
- 04Structure wealth around tax and legal constraints.
- 05Run the operations behind a serious portfolio.
Who this is for
How long it takes
- Quick orientationSkim the opening module and the cheatsheet to get the shape of it.~2 h
- Full read-throughRead every article once, in order.~5 h
- Mastery pathRead, take the quizzes, and space out your reviews.~2 weeks
- APA
Stoa. (2026). Wealth Management [Online course]. Stoa. https://stoa.school/course/wealth-management
- MLA
Stoa. “Wealth Management.” Stoa, 2026, https://stoa.school/course/wealth-management.
- Chicago
Stoa. “Wealth Management.” Stoa. Accessed September 1, 2026. https://stoa.school/course/wealth-management.
§ 02 — Curriculum
14 modules.
Each module is a small unit. Most read in sequence — but a determined reader can begin anywhere.
- M IMacroeconomic AnalysisMacroeconomic analysis.4 articles
24 minBegin → - M IIGeopolitical Risk ManagementGeopolitical risk management.3 articles
18 minBegin → - M IIIStrategic Portfolio AllocationStrategic portfolio allocation.4 articles
24 minBegin → - M IVInstitutional Risk ManagementInstitutional risk management.3 articles
18 minBegin → - M VPublic Markets: Asset SelectionPublic markets: asset selection.4 articles
24 minBegin → - M VIFixed Income and Private CreditFixed income and private credit.4 articles
24 minBegin → - M VIIReal Estate and InfrastructureReal estate and infrastructure.4 articles
24 minBegin → - M VIIIAlternative InvestmentsAlternative investments.5 articles
30 minBegin → - M IXTax and Legal ArchitectureTax and legal architecture.4 articles
24 minBegin → - M XPortfolio Operations ManagementOperational portfolio management.4 articles
24 minBegin → - M XIFamily OfficeFamily office structures, governance, wealth transfer, and technologies.4 articles
24 minBegin → - M XIIInsurance in Asset ManagementLife, property, and business risk insurance in the context of wealth management.3 articles
18 minBegin → - M XIIIESG InvestingESG ratings, green bonds, impact investing, and the regulatory framework.4 articles
24 minBegin → - M XIVFamily BusinessCharacteristics of family companies, governance, succession, and the GCC context.4 articles
24 minBegin →
§ 03 — Learning outcomes
4 outcomes.
Interpret macroeconomic signals and geopolitical risks for investment decision-making.
Construct diversified portfolios accounting for asset classes, the client’s risk profile, and investment horizon.
Evaluate the characteristics of private investments, real estate, infrastructure, and alternative strategies in a portfolio context.
Structure portfolios with regard to tax regimes, legal vehicles, and operational requirements.
§ 04 — Practices