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 Services
- Category: Decision Making
- Category: Investments
- Category: Investment Management
- Category: Asset Management
- Category: Financial Planning
- Category: Risk Management
- Category: Portfolio Risk
- Category: Wealth Management
- Category: Finance
- Category: Performance Analysis
- Category: Microsoft Excel
