Brief Introduction
Investment Planning with Endowments, Bonds, Unit Trusts, ETFs and REITsDescription
This course will enable the participants to craft out a customized investment plan based on their clients’ needs. The participants, supported by various excel and online tools, will participate in a step-by-step process to generate the plan. Participants will derive robust and focused investment plans that will guide their clients in achieving their investment objective.
Requirements
- Requirements
- Able to use Microsoft Excel
DioPACT .
4.1 Raiting
Stock Trading: Swing Trading Stocks & Playing Options Course
- 4.7
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Guide to basics to intermedia concepts to learn how to trade Stocks CLASS RECENTLY UPDATED WITH HOURS OF EXTRA CONTENT Normally list price is $199 get it now on sale for only $29....
Digital Marketing Business Coach Certification8 Coaching
- 3.8
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Digital Marketing Business Coaching Level 2 Grads Accredited Certification and Digital Marketing Business Coach Listing Why is this important? How can you compete?...
Meal Planning For Any Diet
- 4.4
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Learn an organized approach to eating food that you love. This course covers: · Discovering what kind of chef you are and your preferences...
Researcher Management and Leadership Training
- 4.9
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This course is for early career researchers and mentors who believe that modern scientific careers require management skills and want to be research leaders....
