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: Behavioral Economics
- Category: Financial Services
- Category: Risk Management
- Category: Investments
- Category: Finance
- Category: Performance Measurement
- Category: Wealth Management
- Category: Investment Management
- Category: Microsoft Excel
- Category: Portfolio Risk
- Category: Decision Making
- Category: Performance Analysis
