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