Planning your Client's Wealth over a 5-year Horizon
Completed by Juan Francisco Moreno Diagüez
March 3, 2025
14 hours (approximately)
Juan Francisco Moreno Diagüez's account is verified. Coursera certifies their successful completion of Planning your Client's Wealth over a 5-year Horizon
Skills you will gain
- Category: Market Trend
- Category: Financial Services
- Category: Decision Making
- Category: Performance Measurement
- Category: Portfolio Management
- Category: Financial Planning
- Category: Asset Management
- Category: Risk Management
- Category: Portfolio Risk
- Category: Microsoft Excel
- Category: Investment Management
- Category: Wealth Management
