This badge was issued to Maricruz Romero on 14 Oct 2021.
- Type Validation
- Level Intermediate
- Cost Paid
Investment Planning Certificate
Professionals who earn the Investment Planning Certificate badge demonstrate the core concepts related to investment planning. Badge earners create investment policy statements and integrate investments with client financial plans. These professionals gather and analyze investment data to properly manage investment portfolios.
- Type Validation
- Level Intermediate
- Cost Paid