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.
Course Objectives:
- 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.
Recommended Background
- Recommended for new and experienced leaders and managers at all levels, Risk Analysts, Investment Managers
Course ID
CA094
Skill Focus
Beginner
Instructor(s)
Coursera
Employee Type
Leadership, Change leaders
Method of Delivery
Online
Estimated Effort
15 hrs
Cost
Contact for Pricing
Can audit for free (no certification); Full Financial Aid Available for Certification