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.
About this Course
Skills you will gain
- 5 stars80.91%
- 4 stars14.24%
- 3 stars2.15%
- 2 stars0.26%
- 1 star2.41%
TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
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.
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
Excellent practical usage and apply of the specialization material!
About the Investment Management Specialization
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