Planning your Client's Wealth over a 5-year Horizon
Completed by KEVIN SANTIAGO CARREÑO GUTIERREZ
August 14, 2021
14 hours (approximately)
KEVIN SANTIAGO CARREÑO GUTIERREZ'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: Portfolio Management
- Category: Financial Services
- Category: Market Trend
- Category: Microsoft Excel
- Category: Risk Management
- Category: Portfolio Risk
- Category: Wealth Management
- Category: Finance
- Category: Financial Planning
- Category: Asset Management
- Category: Decision Making
- Category: Performance Measurement
