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Planning your Client's Wealth over a 5-year Horizon(으)로 돌아가기

제네바대학교의 Planning your Client's Wealth over a 5-year Horizon 학습자 리뷰 및 피드백

216개의 평가
39개의 리뷰

강좌 소개

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....

최상위 리뷰


May 05, 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


Jul 05, 2017

Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.

필터링 기준:

Planning your Client's Wealth over a 5-year Horizon의 39개 리뷰 중 1~25

교육 기관: Valeriy K

Nov 09, 2018

교육 기관: Shafiqul I

Mar 14, 2018

교육 기관: M B M

Sep 05, 2018

교육 기관: Christian R

Feb 05, 2019

교육 기관: Isaac H

Jan 21, 2019

교육 기관: Avi

Nov 14, 2018

교육 기관: Ivan O

Oct 31, 2016

교육 기관: Jayanth N

Oct 27, 2016

교육 기관: Kasidis S

Apr 03, 2017

교육 기관: Ouens M

Mar 04, 2018

교육 기관: Antonio J M G

Jul 05, 2017

교육 기관: Jorge A G O

Oct 09, 2016

교육 기관: Jerome B

Oct 24, 2016

교육 기관: Luis E B

Jul 31, 2017

교육 기관: Vasko B

Dec 28, 2016

교육 기관: Dhiraj M

Jun 26, 2017

교육 기관: Eric V F

May 12, 2017

교육 기관: WADHAH A M H A

Mar 17, 2018

교육 기관: Ankit G

Dec 22, 2016

교육 기관: Saswato R

Jan 06, 2017

교육 기관: Veronique T

Jul 07, 2017

교육 기관: Francisco S

Mar 14, 2017

교육 기관: Sergey K

Sep 04, 2017

교육 기관: Richard E B

Apr 24, 2018

교육 기관: Jam M

Apr 13, 2017