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

Investment Management,

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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Rating 4.3 based on 46 ratings
Length 5 weeks
Starts May 3 (last week)
Cost $79
From University of Geneva via Coursera
Instructor University of Geneva- Michel Girardin
Download Videos On all desktop and mobile devices
Language English
Subjects Business
Tags Business Finance

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What people are saying

university of geneva

and a bit pain to miss the great teachers at University of Geneva and the mentors of UBS!

Many thanks to the University of Geneva staff and particularly to Michel Gerardin who motivated me to move further over the last several months.

Thank you to The University of Geneva from Deokumar Gandharry!

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great course

Great course!

practical strategic approach 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 Great Course.

This was a great course.

Great application of theory and (virtual) practice, learning how to actually manage a client's wealthWould totally recommend to anyone interested in Private Banking, Wealth/Asset and Portfolio Management Really great course and really great specialisation!

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capstone project

While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.

Very instructive and practical Capstone project in the continuity of the 4 previous modules.

Excellent hands-on capstone project which summarizes the knowledge and skills of the previous 4 courses of the specialization.

The capstone project is good training as a hypothetical client, but there is very little new information / learning in this course to help you set a strong investment / wealth management strategy.

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Rating 4.3 based on 46 ratings
Length 5 weeks
Starts May 3 (last week)
Cost $79
From University of Geneva via Coursera
Instructor University of Geneva- Michel Girardin
Download Videos On all desktop and mobile devices
Language English
Subjects Business
Tags Business Finance

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