• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Degrees
Log In
Join for Free
  • Browse
  • Planning Your Client

Results for "planning your client"


  • U

    University of California, Davis

    The Strategy of Content Marketing

    Skills you'll gain: Content Marketing, Marketing Strategy and Techniques, Copywriting, Writing, Professional Networking

    4.5
    Rating, 4.5 out of 5 stars
    ·
    5.3K reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free
    Free
    G

    Goldman Sachs

    Les bases de la gestion des clients et des concurrents avec Goldman Sachs 10,000 Women  

    Skills you'll gain: Competitive Analysis, Value Propositions, Business Marketing, Target Market, Business Strategy, Competitive Intelligence, Market Research, Price Negotiation, Customer Insights, Market Analysis

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    S

    Skillshare

    Client HQ: Streamline Client Project Management with Notion

    Skills you'll gain: Timelines, Database Design, Workflow Management, Project Management Software, Employee Onboarding, Databases, Client Services, Customer Relationship Management (CRM) Software, Project Management, Collaborative Software, Process Improvement and Optimization

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Planning your Client's Wealth over a 5-year Horizon

    Skills you'll gain: Wealth Management, Portfolio Management, Asset Management, Financial Planning, Investment Management, Investments, Performance Measurement, Financial Forecasting, Finance, Financial Analysis, Behavioral Economics, Risk Management, Market Trend, Risk Analysis, Decision Making, Microsoft Excel

    4.7
    Rating, 4.7 out of 5 stars
    ·
    416 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Alberta

    Client Needs and Software Requirements

    Skills you'll gain: Requirements Analysis, Requirements Elicitation, Requirements Management, Functional Requirement, Business Requirements, Product Requirements, Backlogs, User Requirements Documents, Scope Management, Change Control, User Story, System Requirements, Client Services, Acceptance Testing, Agile Software Development, Prioritization

    4.8
    Rating, 4.8 out of 5 stars
    ·
    3.1K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Preview
    Preview
    K

    Knowledge Accelerators

    Microsoft Planner - Essential Training for Managing Projects

    Skills you'll gain: Microsoft 365, Project Management, Project Coordination, Project Planning, Leadership and Management, Project Management Software, Calendar Management, Project Implementation, Collaborative Software, Workflow Management, Productivity, Productivity Software, Data Management, Business Software

    3.3
    Rating, 3.3 out of 5 stars
    ·
    6 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Career Planning: A Pathway to Employment

    Skills you'll gain: LinkedIn, Interviewing Skills, Social Media, Social Media Strategy, Professional Networking, Strategic Communication, Communication, Negotiation, Professionalism, Business Writing, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    193 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    I

    Indian School of Business

    Financial Planning

    Skills you'll gain: Financial Planning, Tax Planning, Wealth Management, Income Tax, Insurance, General Finance, Financial Management, Investments, Financial Market, Loans, Budgeting, Risk Management, Goal Setting

    4.5
    Rating, 4.5 out of 5 stars
    ·
    50 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Project Planning: Putting It All Together

    Skills you'll gain: Project Management, Project Planning, Project Risk Management, Communication Planning, Project Documentation, Milestones (Project Management), Risk Management, Cost Management, Budgeting, Estimation, Timelines, Procurement, Technical Communication, Strategic Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    15K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Preview
    Preview
    S

    Starweaver

    Strategic Public Relations Planning

    Skills you'll gain: Target Audience, Public Relations, Strategic Communication, Corporate Communications, Crisis Management, Marketing and Public Relations, Persuasive Communication, Marketing Effectiveness, Content Performance Analysis, Media and Communications, Marketing Budgets, Persona Development, Campaign Management, Stakeholder Analysis, Technology Strategies, Smart Goals, Teamwork, Ethical Standards And Conduct

    4.9
    Rating, 4.9 out of 5 stars
    ·
    11 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
    Free
    A

    Amazon Web Services

    Planning a Machine Learning Project

    Skills you'll gain: Feasibility Studies, Business Analysis, Business Analytics, Strategic Decision-Making, Applied Machine Learning, Data-Driven Decision-Making, Machine Learning, Strategic Thinking, Business Leadership, Project Planning

    4.6
    Rating, 4.6 out of 5 stars
    ·
    17 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Case Western Reserve University

    Becoming a Sports Agent

    Skills you'll gain: Brand Management, Brand Marketing, Intellectual Property, Arbitration, Contract Negotiation, Client Services, Recruitment, Talent Recruitment, Insurance, Relationship Management, Financial Planning, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    153 reviews

    Beginner · Course · 1 - 3 Months

Searches related to planning your client

planning your client's wealth over a 5-year horizon
1234…810

In summary, here are 10 of our most popular planning your client courses

  • The Strategy of Content Marketing: University of California, Davis
  • Les bases de la gestion des clients et des concurrents avec Goldman Sachs 10,000 Women  : Goldman Sachs
  • Client HQ: Streamline Client Project Management with Notion: Skillshare
  • Planning your Client's Wealth over a 5-year Horizon: University of Geneva
  • Client Needs and Software Requirements : University of Alberta
  • Microsoft Planner - Essential Training for Managing Projects: Knowledge Accelerators
  • Career Planning: A Pathway to Employment: Kennesaw State University
  • Financial Planning: Indian School of Business
  • Project Planning: Putting It All Together: Google
  • Strategic Public Relations Planning: Starweaver

Other topics to explore

Arts and Humanities
338 courses
Business
1095 courses
Computer Science
668 courses
Data Science
425 courses
Information Technology
145 courses
Health
471 courses
Math and Logic
70 courses
Personal Development
137 courses
Physical Science and Engineering
413 courses
Social Sciences
401 courses
Language Learning
150 courses

Coursera Footer

Skills

  • Artificial Intelligence (AI)
  • Cybersecurity
  • Data Analytics
  • Digital Marketing
  • English Speaking
  • Generative AI (GenAI)
  • Microsoft Excel
  • Microsoft Power BI
  • Project Management
  • Python

Certificates & Programs

  • Google Cybersecurity Certificate
  • Google Data Analytics Certificate
  • Google IT Support Certificate
  • Google Project Management Certificate
  • Google UX Design Certificate
  • IBM Data Analyst Certificate
  • IBM Data Science Certificate
  • Machine Learning Certificate
  • Microsoft Power BI Data Analyst Certificate
  • UI / UX Design Certificate

Industries & Careers

  • Business
  • Computer Science
  • Data Science
  • Education & Teaching
  • Engineering
  • Finance
  • Healthcare
  • Human Resources (HR)
  • Information Technology (IT)
  • Marketing

Career Resources

  • Career Aptitude Test
  • Examples of Strengths and Weaknesses for Job Interviews
  • High-Income Skills to Learn
  • How Does Cryptocurrency Work?
  • How to Highlight Duplicates in Google Sheets
  • How to Learn Artificial Intelligence
  • Popular Cybersecurity Certifications
  • Preparing for the PMP Certification
  • Signs You Will Get the Job After an Interview
  • What Is Artificial Intelligence?

Coursera

  • About
  • What We Offer
  • Leadership
  • Careers
  • Catalog
  • Coursera Plus
  • Professional Certificates
  • MasterTrack® Certificates
  • Degrees
  • For Enterprise
  • For Government
  • For Campus
  • Become a Partner
  • Social Impact
  • Free Courses
  • Share your Coursera learning story

Community

  • Learners
  • Partners
  • Beta Testers
  • Blog
  • The Coursera Podcast
  • Tech Blog

More

  • Press
  • Investors
  • Terms
  • Privacy
  • Help
  • Accessibility
  • Contact
  • Articles
  • Directory
  • Affiliates
  • Modern Slavery Statement
  • Do Not Sell/Share
Learn Anywhere
Download on the App Store
Get it on Google Play
Logo of Certified B Corporation
© 2025 Coursera Inc. All rights reserved.
  • Coursera Facebook
  • Coursera Linkedin
  • Coursera Twitter
  • Coursera YouTube
  • Coursera Instagram
  • Coursera TikTok