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.
This course is part of the Investment Management Specialization
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Investment Management SpecializationUniversity of GenevaAbout this Course
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Flexible deadlines
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Shareable Certificate
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Course 5 of 5 in the
Approx. 13 hours to complete
English
Subtitles: Arabic, French, Portuguese (European), Italian, Vietnamese, German, Russian, English, Spanish
Skills you will gain
- Investment Management
- Microsoft Excel
- Finance
- Investment
Flexible deadlines
Reset deadlines in accordance to your schedule.
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Course 5 of 5 in the
Approx. 13 hours to complete
English
Subtitles: Arabic, French, Portuguese (European), Italian, Vietnamese, German, Russian, English, Spanish
Offered by
University of Geneva
Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.
Syllabus - What you will learn from this course
3 hours to complete
Client Profile
3 hours to complete
16 videos (Total 90 min), 1 reading, 1 quiz
3 hours to complete
Investment Policy
3 hours to complete
13 videos (Total 85 min)
3 hours to complete
First Reporting and Rebalancing
3 hours to complete
7 videos (Total 34 min)
4 hours to complete
Final Reporting
4 hours to complete
6 videos (Total 47 min)
Reviews
- 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
by AJMar 29, 2017
This Specialization is one of the best among all ,coursera is offering.
by JNOct 26, 2016
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
by DKOct 1, 2021
One of the best specialization I have taken on Coursera.
by SRSep 25, 2020
Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.
About the Investment Management Specialization
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager.
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