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