Planning your Client's Wealth over a 5-year Horizon
Completed by Benjamin Damm
August 24, 2025
14 hours (approximately)
Benjamin Damm'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: Decision Making
- Category: Behavioral Economics
- Category: Investments
- Category: Financial Planning
- Category: Portfolio Management
- Category: Microsoft Excel
- Category: Risk Analysis
- Category: Market Trend
- Category: Investment Management
- Category: Asset Management
- Category: Performance Measurement
