Portfolio Management for Retail Clients
Completed by Eric Wang
October 1, 2026
2 hours (approximately)
Eric Wang'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: Portfolio Management
- Category: Finance
- Category: Investment Management
- Category: Retail Banking
- Category: Investments
- Category: Client Services
- Category: Wealth Management
- Category: Asset Management
