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