About this Course

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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.
Approx. 13 hours to complete
English

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.
Approx. 13 hours to complete
English

Offered by

Placeholder

University of Geneva

Syllabus - What you will learn from this course

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Week
1
Week 1
3 hours to complete

Client Profile

3 hours to complete
16 videos (Total 90 min), 1 reading, 1 quiz
Week
2
Week 2
3 hours to complete

Investment Policy

3 hours to complete
13 videos (Total 85 min)
Week
3
Week 3
3 hours to complete

First Reporting and Rebalancing

3 hours to complete
7 videos (Total 34 min)
Week
4
Week 4
4 hours to complete

Final Reporting

4 hours to complete
6 videos (Total 47 min)

Reviews

TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON

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About the Investment Management Specialization

Investment Management

Frequently Asked Questions

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