Planning your Client's Wealth over a 5-year Horizon

14 hours to complete 3 weeks at 4 hours a week

Flexible Schedule

Michel Girardin

Skills You’ll Gain

Risk Analysis Portfolio Management Performance Measurement Investment Management Market Trend Wealth Management Financial Analysis Asset Management Behavioral Economics Investments Risk Management Financial Planning

Shareable Certificate

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Develop Your Specialized Knowledge

Learn new concepts from industry experts

Gain a foundational understanding of a subject or tool

Develop job-relevant skills with hands-on projects

Earn a shareable career certificate

Planning your Client&#x27;s Wealth over a 5-year Horizon

Skills You’ll Gain

Shareable Certificate

Develop Your Specialized Knowledge

There are 4 modules in this course

Module 1: Client Profile 3 hours to complete

Module 2: Investment Policy 2 hours to complete

Module 3: First Reporting and Rebalancing 3 hours to complete

Module 4: Final Reporting 3 hours to complete

Planning your Client's Wealth over a 5-year Horizon