Planning your Client's Wealth over a 5-year Horizon
Completed by Daniel Ramirez Gamiz Nazur
January 13, 2025
14 hours (approximately)
Daniel Ramirez Gamiz Nazur'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: Investment Management
- Category: Wealth Management
- Category: Risk Management
- Category: Portfolio Risk
- Category: Financial Planning
- Category: Microsoft Excel
- Category: Asset Management
- Category: Finance
- Category: Financial Services
- Category: Portfolio Management
- Category: Market Trend
