Planning your Client's Wealth over a 5-year Horizon
Completed by Andrei Spataru
August 7, 2024
14 hours (approximately)
Andrei Spataru'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 Analysis
- Category: Microsoft Excel
- Category: Behavioral Economics
- Category: Financial Planning
- Category: Risk Management
- Category: Portfolio Management
- Category: Market Trend
- Category: Decision Making
- Category: Finance
- Category: Investments
- Category: Asset Management
- Category: Financial Services
