Portfolio Management for Retail Clients
Completed by Upanshu Garg
June 14, 2026
2 hours (approximately)
Upanshu Garg'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: Asset Management
- Category: Wealth Management
- Category: Investments
- Category: Client Services
- Category: Portfolio Management
- Category: Investment Management
- Category: Retail Banking
- Category: Finance
