Planning your Client's Wealth over a 5-year Horizon
Completed by Frederico Marques de Sousa Soares
October 15, 2016
14 hours (approximately)
Frederico Marques de Sousa Soares'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: Financial Planning
- Category: Investments
- Category: Wealth Management
- Category: Performance Measurement
- Category: Portfolio Management
- Category: Decision Making
- Category: Risk Management
- Category: Portfolio Risk
- Category: Financial Services
- Category: Performance Analysis
- Category: Market Trend
- Category: Microsoft Excel
