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.
Informações sobre o curso
Habilidades que você terá
- 5 stars80,91%
- 4 stars14,24%
- 3 stars2,15%
- 2 stars0,26%
- 1 star2,41%
Principais avaliações do PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.
This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.
Sobre Programa de cursos integrados Gestão de investimentos
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