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.
Este curso faz parte do Programa de cursos integrados Gestão de investimentos
Planning your Client's Wealth over a 5-year Horizon
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Informações sobre o curso
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Resultados de carreira do aprendiz
50%
comecei uma nova carreira após concluir estes cursos
40%
consegui um benefício significativo de carreira com este curso
20%
recebi um aumento ou promoção
Habilidades que você terá
Investment ManagementMicrosoft ExcelFinanceInvestment
Resultados de carreira do aprendiz
50%
comecei uma nova carreira após concluir estes cursos
40%
consegui um benefício significativo de carreira com este curso
20%
recebi um aumento ou promoção
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
Curso 5 de 5 no
Prazos flexíveis
Redefinir os prazos de acordo com sua programação.
Aprox. 23 horas para completar
Inglês
Legendas: Inglês
Programa - O que você aprenderá com este curso
4 horas para concluir
Client Profile
4 horas para concluir
16 vídeos (Total 90 mín.), 1 leitura, 1 teste
16 videos
Client profile - Quick recap - part 110min
Client profile - Quick recap - part 210min
The basic steps in investment2min
Cognitive biases when choosing which assets to look at3min
Cognitive biases when processing financial information4min
Cognitive biases when rebalancing your portfolio4min
Cognitive biases when evaluating performance2min
Wrap-up3min
How our emotions impact our investment decisions4min
Why we trade6min
What can we learn from this?9min
The key things you need to know to define your investment profile - UBS guest speaker4min
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2min
How our age and wealth affect our investment profile - Main views8min
How our age and wealth affect our investment profile - Robo-advisors8min
1 leituras
Pick a client!10min
4 horas para concluir
Investment Policy
4 horas para concluir
13 vídeos (Total 85 mín.)
13 videos
Risk as volatility?4min
The risk-return trade-off - UBS guest speaker5min
Measuring our risk tolerance5min
Distribution of returns - Graphical representation8min
Distribution of returns - Numbers5min
The impact of correlation - The benefits of diversification5min
The impact of correlation - Maximizing diversification6min
A first example of an anticipation crisis: 1987 - The "Fed Model"9min
A first example of an anticipation crisis: 1987 - The crash8min
A second example of an anticipation crisis - 200010min
Key drivers of tactical asset allocation - Goals8min
Key drivers of tactical asset allocation - Implementation4min
3 horas para concluir
First Reporting and Rebalancing
3 horas para concluir
7 vídeos (Total 34 mín.)
7 videos
Risk management applied to portfolio allocation6min
Defining the Value-at-Risk4min
Computing the Value-at-Risk5min
Defining the Expected Shortfall6min
Computing the Expected Shortfall3min
Risk as volatility?4min
4 horas para concluir
Final Reporting
4 horas para concluir
6 vídeos (Total 47 mín.)
6 videos
The Sharpe, Treynor and Sortino ratios - Sharpe8min
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8min
Beating the benchmark or the peer group? - Peer group analysis12min
Beating the benchmark or the peer group? - Screening criteria8min
A few concluding words4min
Avaliações
Principais avaliações do PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
por HSMay 4, 2019
Great course and specialization, thanks to UNIGE, UBS and Coursera for designing it so well and providing this high quality knowledge and tools for online users interested in this very niche topic
por AGJul 4, 2017
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
por BSJan 14, 2020
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.
por IOOct 30, 2016
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.
por DKMar 10, 2018
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
por KSApr 2, 2017
Great course! This course will give you a preparation of real-life investment planning for clients. If you have a chance, don't missed it.
por JNOct 26, 2016
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
por AANov 13, 2018
An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.
por AJMar 29, 2017
This Specialization is one of the best among all ,coursera is offering.
por AADec 27, 2019
Great wrap-up for the concepts and a practical application on them.
por VBDec 27, 2016
Excellent! Well design project for the end of Specialization.
oferecido por
Universidade de GenebraUniversidade de Genebra
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.
Sobre Programa de cursos integrados Gestão de investimentos
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.
Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva
Perguntas Frequentes – FAQ
Quando terei acesso às palestras e às tarefas?
Ao se inscrever para um Certificado, você terá acesso a todos os vídeos, testes e tarefas de programação (se aplicável). Tarefas avaliadas pelos colegas apenas podem ser enviadas e avaliadas após o início da sessão. Caso escolha explorar o curso sem adquiri-lo, talvez você não consiga acessar certas tarefas.
O que recebo ao me inscrever nesta Especialização?
Quando você se inscreve no curso, tem acesso a todos os cursos na Especialização e pode obter um certificado quando concluir o trabalho. Seu Certificado eletrônico será adicionado à sua página de Participações e você poderá imprimi-lo ou adicioná-lo ao seu perfil no LinkedIn. Se quiser apenas ler e assistir o conteúdo do curso, você poderá frequentá-lo como ouvinte sem custo.
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