Planning your Client's Wealth over a 5-year Horizon
Completed by Loïc Clément Ughetto Barberis
February 8, 2025
14 hours (approximately)
Loïc Clément Ughetto Barberis'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: Portfolio Risk
- Category: Microsoft Excel
- Category: Finance
- Category: Financial Planning
- Category: Asset Management
- Category: Decision Making
- Category: Investment Management
- Category: Performance Measurement
- Category: Wealth Management
- Category: Investments
- Category: Risk Management
- Category: Market Trend
