Planning your Client's Wealth over a 5-year Horizon
Completed by Ricardo Enrique Delgado Arce
July 22, 2025
14 hours (approximately)
Ricardo Enrique Delgado Arce'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: Decision Making
- Category: Performance Analysis
- Category: Financial Planning
- Category: Asset Management
- Category: Microsoft Excel
- Category: Financial Services
- Category: Portfolio Management
- Category: Market Trend
- Category: Portfolio Risk
- Category: Investment Management
- Category: Performance Measurement
- Category: Wealth Management
