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.
- 5 stars80.91%
- 4 stars14.24%
- 3 stars2.15%
- 2 stars0.26%
- 1 star2.41%
来自PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON的热门评论
Excellent course for those that want to have more than an approach to finance and investment
Excellent practical usage and apply of the specialization material!
An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.
I suggest this course, and the 4 previous ones include: Some bibliography and more exercises