Planning your Client's Wealth over a 5-year Horizon
Completed by Hiram Fernando Morales Soto
May 5, 2019
14 hours (approximately)
Hiram Fernando Morales Soto'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: Financial Services
- Category: Decision Making
- Category: Investments
- Category: Investment Management
- Category: Asset Management
- Category: Financial Planning
- Category: Risk Management
- Category: Portfolio Risk
- Category: Wealth Management
- Category: Finance
- Category: Performance Analysis
- Category: Microsoft Excel
