Portfolio Management for Retail Clients
By Coursera
on Coursera
· Business
About This Course
Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills you will need to master through our portfolio simulations. This course is for anyone interested in pursuing the portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.
Instructor
Corporate Finance Institute
Frequently Asked Questions
How much does Portfolio Management for Retail Clients cost?
Portfolio Management for Retail Clients costs $49. Check the course page for current pricing and available discounts.
Who teaches Portfolio Management for Retail Clients?
Portfolio Management for Retail Clients is taught by Corporate Finance Institute, Corporate Finance Institute.
What skill level is Portfolio Management for Retail Clients for?
This course is designed for beginner learners.