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: Wealth Management
- Category: Finance
- Category: Investment Management
- Category: Financial Services
- Category: Portfolio Management
- Category: Market Trend
- Category: Performance Measurement
- Category: Financial Planning
- Category: Risk Management
- Category: Portfolio Risk
- Category: Microsoft Excel
- Category: Asset Management
