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

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
Register Now

Course ID

CA094

Skill Focus

Smart Business

Instructor(s)

University of Geneva

Employee Type

Leadership, Change leaders

Method of Delivery

Digital

Estimated Effort

15 hrs

Cost

$ 49/month


Can audit for free (no certification); Full Financial Aid Available for Certification