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
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oferecido por
Programa de cursos integrados Gestão de investimentosUniversidade de GenebraUniversidade de GenebraInformações sobre o curso
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Prazos flexíveis
Redefinir os prazos de acordo com sua programação.
Certificados compartilháveis
Tenha o certificado após a conclusão
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
Curso 5 de 5 no
Aprox. 13 horas para completar
Inglês
Legendas: Árabe, Francês, Portuguese (European), Italiano, Vietnamita, Alemão, Russo, Inglês, Espanhol
Habilidades que você terá
- Investment Management
- Microsoft Excel
- Finance
- Investment
Prazos flexíveis
Redefinir os prazos de acordo com sua programação.
Certificados compartilháveis
Tenha o certificado após a conclusão
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
Curso 5 de 5 no
Aprox. 13 horas para completar
Inglês
Legendas: Árabe, Francês, Portuguese (European), Italiano, Vietnamita, Alemão, Russo, Inglês, Espanhol
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.
Programa - O que você aprenderá com este curso
3 horas para concluir
Client Profile
3 horas para concluir
16 vídeos (Total 90 mín.), 1 leitura, 1 teste
3 horas para concluir
Investment Policy
3 horas para concluir
13 vídeos (Total 85 mín.)
3 horas para concluir
First Reporting and Rebalancing
3 horas para concluir
7 vídeos (Total 34 mín.)
4 horas para concluir
Final Reporting
4 horas para concluir
6 vídeos (Total 47 mín.)
Avaliações
Principais avaliações do PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
por HS4 de Mai de 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 SR25 de Set de 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.
por AG4 de Jul de 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 BS14 de Jan de 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.
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.
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