In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years.
Acerca de este Curso
Habilidades que obtendrás
- 5 stars80,91 %
- 4 stars14,24 %
- 3 stars2,15 %
- 2 stars0,26 %
- 1 star2,41 %
Principales reseñas sobre PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
Excellent course for those that want to have more than an approach to finance and investment
Acerca de Programa especializado: Gestión de inversiones
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