Planning your Client's Wealth over a 5-year Horizon
Completed by Umberto Romanelli
August 8, 2025
14 hours (approximately)
Umberto Romanelli'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: Finance
- Category: Financial Planning
- Category: Asset Management
- Category: Decision Making
- Category: Risk Management
- Category: Portfolio Risk
- Category: Microsoft Excel
- Category: Investment Management
- Category: Wealth Management
- Category: Market Trend
- Category: Financial Services
- Category: Performance Measurement
