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
Offered By
About this Course
Could your company benefit from training employees on in-demand skills?
Try Coursera for BusinessSkills you will gain
- Investment Management
- Microsoft Excel
- Finance
- Investment
Could your company benefit from training employees on in-demand skills?
Try Coursera for BusinessOffered by
Syllabus - What you will learn from this course
Client Profile
Investment Policy
First Reporting and Rebalancing
Final Reporting
Reviews
- 5 stars80.96%
- 4 stars14.20%
- 3 stars2.14%
- 2 stars0.26%
- 1 star2.41%
TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.
Excellent practical usage and apply of the specialization material!
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.
Excellent course for those that want to have more than an approach to finance and investment
About the Investment Management Specialization

Frequently Asked Questions
When will I have access to the lectures and assignments?
What will I get if I subscribe to this Specialization?
Is financial aid available?
More questions? Visit the Learner Help Center.