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

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.

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What's inside

Syllabus

Client Profile

Investment Policy

First Reporting and Rebalancing

Final Reporting

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Builds a strong foundation for beginners in wealth planning

Teaches learners a wealth-planning process they can use with clients

Covers asset management, emotional intelligence, portfolio optimization, and performance measurement

Offers a strong practical component via a capstone project

Taught by University of Geneva and UBS, both highly reputable in the financial sector

Emphasizes the importance of considering emotional biases in wealth planning

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Reviews summary

Client's wealth planning over 5-year horizon

According to students, the Planning your Client's Wealth over a 5-year Horizon Course consists of engaging assignments and provides ready-to-use knowledge. This well received course is perfect for those looking to understand investment and finance. It takes you through the whole process of personal investment management and contains clear lectures that are easy to understand and follow. If you are interested in learning about investing, then this is a great course to start with.

Provides practical examples and experience in the field.

"This capstone has been very useful and funny to complete."

"Very good experience. Much recommended for professional and student or any curious investor who want to know more about the finance and economic world."

"Very good course. Professor Girardin is a great and interesting instructor."

Course instructors are great and offer interesting lectures.

"Amazing teachers, with great explanation and the UBS speakers definitely brings a touch of what the real financial world will need. "

"The leading lecturer Dr. Michel Girardin is a fantastic TEACHER I wish I couldn`t study under when I was a student."

"What a wonderful instructor and motivator! He clearly loves teaching and had the most effective methodology."

Some difficult exams and assignments that require a significant time commitment.

"Be mindful before starting the investment specialization that the assignments for this course cannot be completed in your own time, but you have to wait for them to be unlocked before being able to attempt them."

"The whoke certification is really great. The content of this course is good. But the way they block us to go ahead is not nice. Once you've finished a project they force you to to wait days and weeks for nothing before allowing you to continue the exams. The objective is just to make you pay more, staying many months just for one course."

"I really benefited from taking this course/specialization. Even if you don't have any experience in Investment Management, the lectures are clear and you learn so much. I do have one suggestion for the capstone project and this was the reason I gave this course four stars vice five. The project assumes learners are very familiar with Excel when some are not. It came as a surprise to me that such emphasis was put on Excel, especially since it was rarely utilized in the previous courses. Anyway, I suggest you somehow provide more warning to learners about this in advance of the capstone. Having said the above, though, I imagine this is one of the better specializations offered and would highly recommend it to all. Finally, I would be remiss if I did not specifically mention Dr. Michel Girardin. What a wonderful instructor and motivator! He clearly loves teaching and had the most effective methodology. I wish he'd teach other courses so that I could take them! Thanks again to everyone. "

"I don't like it. Small groups and peer to peer tasks for every week, if someone don't do it your submitted task left without attention. Very complicated tasks without clear example explanation. Lost money for all 5 month of subscription. "

"An insulting end for a pretty good MOOC.There is no new video content, and you are forced to wait weeks or months between each assignment, just to keep you paying. I really wanted to finish this specialization and have it on my CV, but I won't stand for this, so good bye."

Assumes students are familiar with Excel, which may not be the case.

"It was a great learning experience doing this course but the only hiccup I encountered was with excel's formulae which were complicated and unknown to me. But that may be on me rather than the course creators."

"I really enjoyed this capstone project. It takes you through the whole process of personal investment management. I'll definitely use some of these techniques in my personal projects. Many thanks to Michel and the other instructors!"

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Planning your Client's Wealth over a 5-year Horizon with these activities:

Review financial planning concepts

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This activity will help you refresh your memory on core concepts of financial planning and wealth management, which will be essential knowledge for the course.

Browse courses on Financial Planning

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Review articles and blog posts on financial planning
Take an online course on financial planning basics
Attend a workshop or seminar on financial planning

Create a financial plan

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This activity will give you hands-on experience in creating a financial plan, which is a key skill for wealth managers.

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Gather your financial information
Set your financial goals
Develop a strategy to achieve your goals
Create a budget
Monitor your progress and make adjustments as needed

Create investment portfolios

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This activity will teach you how to create investment portfolios, which is a key skill for wealth managers.

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Learn about different types of investments
Research investment strategies
Create a diversified investment portfolio
Monitor your portfolio and make adjustments as needed

Five other activities

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Write a paper on a financial planning topic

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This activity will help you develop your critical thinking and writing skills, which are important for wealth managers.

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Choose a topic
Conduct research
Write a research paper
Present your paper

Contribute to an open-source financial planning project

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This activity will give you hands-on experience in financial planning and software development, which can be beneficial for your learning and career development.

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Find an open-source financial planning project to contribute to
Contact the project maintainers and express your interest in contributing
Set up your development environment
Contribute code to the project

Volunteer at a financial planning organization

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This activity will give you hands-on experience in the field of financial planning, which can be beneficial for your learning and career development.

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Find a financial planning organization to volunteer with
Contact the organization and express your interest in volunteering
Complete the necessary volunteer training
Volunteer at the organization on a regular basis

Participate in a peer learning group

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This activity will help you learn from your peers and share your knowledge, which can be beneficial for improving your learning outcomes.

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Find a peer learning group to join
Attend regular group meetings
Participate in discussions
Share your knowledge and experience with others

Participate in a professional development workshop

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This activity will help you stay up-to-date on the latest developments in wealth management, which is important for your professional development.

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Find a professional development workshop to attend
Register for the workshop
Attend the workshop and participate in the activities

Career center

Learners who complete Planning your Client's Wealth over a 5-year Horizon will develop knowledge and skills that may be useful to these careers:

Wealth Management Advisor

Wealth Management Advisors are the cornerstones of wealth planning. They advise institutions and private clients about financial and investment matters. This course would be a perfect foundation for such a career, as it teaches students how to create wealth plans for clients. The course will teach students how to evaluate clients' financial needs and goals, build optimal portfolios, and invest for the long term.

See salaries and explore the career path for Wealth Management Advisor

Investment Manager

Investment Managers are responsible for managing investment portfolios for clients. They make decisions about which investments to buy and sell, and how to allocate assets. This course would be helpful for aspiring Investment Managers, as it teaches students how to build optimal portfolios and manage risk. The course will also teach students how to evaluate and deal with clients' emotional biases, which is an important skill for Investment Managers.

See salaries and explore the career path for Investment Manager

Financial Analyst

Financial Analysts are responsible for providing financial advice to individuals and organizations. They analyze financial data and make recommendations on investments. This course would be very helpful for aspiring Financial Analysts, as it teaches students how to build optimal portfolios and manage risk. The course will also teach students how to evaluate and deal with clients' emotional biases, which is an important skill for Financial Analysts.

See salaries and explore the career path for Financial Analyst

Portfolio Manager

Portfolio Managers are responsible for managing investment portfolios for clients. They make decisions about which investments to buy and sell, and how to allocate assets. This course could be helpful for aspiring Portfolio Managers, as it teaches students how to build optimal portfolios and manage risk. The course will also teach students how to evaluate and deal with clients' emotional biases, which is an important skill for Portfolio Managers.

See salaries and explore the career path for Portfolio Manager

Financial Planner

Financial Planners help individuals and families plan for their financial future. They provide advice on investments, retirement planning, and estate planning. This course would be very helpful for aspiring Financial Planners, as it teaches students how to create wealth plans for clients. The course will teach students how to evaluate clients' financial needs and goals, build optimal portfolios, and invest for the long term.

See salaries and explore the career path for Financial Planner

Financial Advisor

Financial Advisors provide financial advice to individuals and businesses. They help clients with investments, retirement planning, and estate planning. This course may be helpful for aspiring Financial Advisors, as it teaches students how to create wealth plans for clients. The course will teach students how to evaluate clients' financial needs and goals, build optimal portfolios, and invest for the long term.

See salaries and explore the career path for Financial Advisor

Insurance Agent

Insurance Agents sell insurance policies to individuals and businesses. They help clients identify their insurance needs and find the right policies to meet those needs. This course may be helpful for aspiring Insurance Agents, as it teaches students how to evaluate clients' financial needs and goals. The course will also teach students how to communicate effectively with clients, which is an important skill for Insurance Agents.

See salaries and explore the career path for Insurance Agent

Financial Consultant

Financial Consultants provide financial advice to individuals and businesses. They help clients with investments, retirement planning, and estate planning. This course may be helpful for aspiring Financial Consultants, as it teaches students how to create wealth plans for clients. The course will teach students how to evaluate clients' financial needs and goals, build optimal portfolios, and invest for the long term.

See salaries and explore the career path for Financial Consultant

Investment Banker

Investment Bankers help companies raise capital by issuing stocks and bonds. They also advise companies on mergers and acquisitions. This course may be helpful for aspiring Investment Bankers, as it teaches students how to build optimal portfolios and manage risk. The course will also teach students how to evaluate and deal with clients' emotional biases, which is an important skill for Investment Bankers.

See salaries and explore the career path for Investment Banker

Stockbroker

Stockbrokers buy and sell stocks for clients. They help clients identify investment opportunities and make trading decisions. This course may be helpful for aspiring Stockbrokers, as it teaches students how to build optimal portfolios and manage risk. The course will also teach students how to evaluate and deal with clients' emotional biases, which is an important skill for Stockbrokers.

See salaries and explore the career path for Stockbroker

Credit Analyst

Credit Analysts evaluate the creditworthiness of borrowers. They assess the risk of default and make recommendations on lending decisions. This course may be helpful for aspiring Credit Analysts, as it teaches students how to build optimal portfolios and manage risk. The course will also teach students how to evaluate and deal with clients' emotional biases, which is an important skill for Credit Analysts.

See salaries and explore the career path for Credit Analyst

Risk Manager

Risk Managers identify and manage risks for organizations. They develop and implement risk management strategies, and they monitor and report on risks. This course may be helpful for aspiring Risk Managers, as it teaches students how to build optimal portfolios and manage risk. The course will also teach students how to evaluate and deal with clients' emotional biases, which is an important skill for Risk Managers.

See salaries and explore the career path for Risk Manager

Compliance Officer

Compliance Officers ensure that organizations comply with laws and regulations. They review and interpret regulations, and they develop and implement compliance programs. This course may be helpful for aspiring Compliance Officers, as it teaches students how to evaluate and deal with clients' emotional biases. The course will also teach students about ethical decision-making, which is an important skill for Compliance Officers.

See salaries and explore the career path for Compliance Officer

Economist

Economists study the production, distribution, and consumption of goods and services. They analyze economic data and make recommendations on economic policy. This course may be helpful for aspiring Economists, as it teaches students how to evaluate and deal with clients' emotional biases. The course will also teach students about ethical decision-making, which is an important skill for Economists.

See salaries and explore the career path for Economist

Data Analyst

Data Analysts collect, clean, and analyze data. They use data to identify trends and patterns, and they develop data-driven solutions to problems. This course may be helpful for aspiring Data Analysts, as it teaches students how to evaluate and deal with clients' emotional biases. The course will also teach students about ethical decision-making, which is an important skill for Data Analysts.

See salaries and explore the career path for Data Analyst

Reading list

We've selected 18 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Planning your Client's Wealth over a 5-year Horizon.

The Uncommon Investor

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Classic in the field of security analysis and provides a detailed explanation of how to evaluate the financial health of a company. It valuable resource for anyone interested in learning more about how to make sound investment decisions.

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

Here's a deal for you

What's inside

Syllabus

Good to know

Save this course

Reviews summary

Client's wealth planning over 5-year horizon

Activities

Career center

Reading list

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