Portfolio Management for Retail Clients
Completed by Mpho Gift Mathibedi
May 30, 2026
2 hours (approximately)
Mpho Gift Mathibedi's account is verified. Coursera certifies their successful completion of Portfolio Management for Retail Clients
What you will learn
Learn how portfolio managers serve retail clients, draft an investment policy statement, and apply common strategies to build and manage portfolios.
Skills you will gain
- Category: Wealth Management
- Category: Investments
- Category: Investment Management
- Category: Client Services
- Category: Asset Management
- Category: Retail Banking
- Category: Portfolio Management
- Category: Finance
