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Voltar para Planning your Client's Wealth over a 5-year Horizon

Comentários e feedback de alunos de Planning your Client's Wealth over a 5-year Horizon da instituição Universidade de GenebraUniversidade de Genebra

321 classificações
64 avaliações

Sobre o curso

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. You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4). This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning....

Melhores avaliações

4 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

13 de Dez de 2020

Amazing! This course is really good! Easy to follow and very well strutured. Althought, it would be good if sources and platform with info about the assests of hedge funds where provided.

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26 — 50 de 63 Avaliações para o Planning your Client's Wealth over a 5-year Horizon

por Ricardo B M

29 de Mar de 2020

This course was fundamental to put into practice many concepts that were taught in theory on the previous courses of the series.

por Jayanth N

27 de Out de 2016

Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.

por Avi

14 de Nov de 2018

An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.

por Eric V F

12 de Mai de 2017

Excellent way to aproach such an interesenting topic such as investment

por Ahmed A

28 de Dez de 2019

Great wrap-up for the concepts and a practical application on them.

por Sergey K

4 de Set de 2017

Excellent practical usage and apply of the specialization material!

por Christian R

5 de Fev de 2019

Fantastic Capstone!!! Very usefull to consolidate the studies.

por Vasko B

28 de Dez de 2016

Excellent! Well design project for the end of Specialization.

por Igor M

4 de Set de 2020

Superb learning experience! Extremely useful!

por Ouens M

4 de Mar de 2018

Informative and done with passion

por Konstantin K

20 de Dez de 2019

Great Class, Great Instructors

por Leonardo C d J

4 de Out de 2020

I found the course excellent!

por Saswato R

6 de Jan de 2017

Wonderfully designed course!

por Jorge A G O

9 de Out de 2016

practical strategic approach

por Dhiraj M

26 de Jun de 2017

Absolutely brilliant course

por Lydienne K

31 de Ago de 2020

Very practical.

Thank you

por Alexandru B

8 de Out de 2019

Good practical exercise.

por Isaac H

21 de Jan de 2019

Excellent course!

por Ankit G

22 de Dez de 2016

Just excellent...

por Jam M

13 de Abr de 2017

I learned a lot!

por George K

28 de Abr de 2019

Great Course.

por Richard E B

23 de Abr de 2018

Excelente !!!


17 de Mar de 2018

Very good

por Kunal G

14 de Dez de 2020


por Aneesh B

27 de Mar de 2020