Portfolio Management for Retail Clients
Completed by AKASH SINGH
May 8, 2026
2 hours (approximately)
AKASH SINGH'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: Investment Management
- Category: Retail Banking
- Category: Portfolio Management
- Category: Wealth Management
- Category: Investments
- Category: Client Services
- Category: Asset Management
- Category: Finance
