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

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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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University of Geneva

Rating 4.6 based on 26 ratings
Length 5 weeks
Starts Apr 8 (in 3 weeks)
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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Salute to Prof. Michel Girardin for guiding us through such an abstract subject like finance/investment with such ease and smile.

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If there is one thing I would suggest is that there was too much repetitive spreadsheet work in the assignments which became a little tedious.

fairly lengthy equations in one review

This was the most challenging of the five courses as there are quite a few statistical principles to grasp along with some fairly lengthy equations for a non-maths type like me.

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Coursera

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University of Geneva

Rating 4.6 based on 26 ratings
Length 5 weeks
Starts Apr 8 (in 3 weeks)
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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