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.
제공자:
이 강좌에 대하여
학습자 경력 결과
43%
36%
17%
귀하가 습득할 기술
학습자 경력 결과
43%
36%
17%
제공자:

제네바대학교
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.
강의 계획 - 이 강좌에서 배울 내용
Client Profile
Investment Policy
First Reporting and Rebalancing
Final Reporting
검토
PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON의 최상위 리뷰
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
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.
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.
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
투자 관리 특화 과정 정보
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.

자주 묻는 질문
강의 및 과제를 언제 이용할 수 있게 되나요?
이 전문 분야를 구독하면 무엇을 이용할 수 있나요?
Is financial aid available?
궁금한 점이 더 있으신가요? 학습자 도움말 센터를 방문해 보세요.