Planning your Client's Wealth over a 5-year Horizon
Completed by Bram Arie van der Marel
July 8, 2024
14 hours (approximately)
Bram Arie van der Marel'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: Investment Management
- Category: Wealth Management
- Category: Finance
- Category: Financial Services
- Category: Portfolio Management
- Category: Risk Management
- Category: Portfolio Risk
- Category: Microsoft Excel
- Category: Performance Measurement
- Category: Market Trend
- Category: Decision Making
- Category: Financial Planning
