Planning your Client's Wealth over a 5-year Horizon
Completed by Claire CONTRI
September 9, 2024
14 hours (approximately)
Claire CONTRI'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: Risk Management
- Category: Wealth Management
- Category: Risk Analysis
- Category: Portfolio Management
- Category: Finance
- Category: Decision Making
- Category: Microsoft Excel
- Category: Investments
- Category: Market Trend
- Category: Financial Forecasting
- Category: Financial Planning
