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: 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

