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