- Compensation Management
- Market Intelligence
- Investment Management
- Client Services
- Risk Management Framework
- Financial Services
- Asset Management
- Wealth Management
- Consultative Approaches
- Financial Planning
Introduction to Financial Planning and Wealth Management
Completed by Ana Catarina Braga Ramos Antunes
May 17, 2025
4 hours (approximately)
Ana Catarina Braga Ramos Antunes's account is verified. Coursera certifies their successful completion of Introduction to Financial Planning and Wealth Management
Skills you will gain
