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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

358개의 평가
76개의 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

2019년 5월 4일

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

2017년 7월 4일

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 75개 리뷰 중 26~50

교육 기관: Andreas S

2019년 10월 25일

Great application of theory and (virtual) practice, learning how to actually manage a client's wealth

Would totally recommend to anyone interested in Private Banking, Wealth/Asset and Portfolio Management

교육 기관: Hiram F M S

2019년 5월 5일

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

교육 기관: LUIS G

2020년 12월 14일

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.

교육 기관: Bill S

2020년 1월 14일

This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.

교육 기관: Cédric J

2020년 6월 7일

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

교육 기관: Jerome B

2016년 10월 24일

Very instructive and practical Capstone project in the continuity of the 4 previous modules. Many thanks to the UNIGE for this great specialization.

교육 기관: Ivan O

2016년 10월 31일

Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.

교육 기관: Ian T

2021년 3월 11일

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

교육 기관: Ricardo B M

2020년 3월 29일

This course was fundamental to put into practice many concepts that were taught in theory on the previous courses of the series.

교육 기관: Jayanth N

2016년 10월 27일

Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.

교육 기관: Avi

2018년 11월 14일

An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.

교육 기관: José H

2021년 6월 2일

Excellent course for those that want to have more than an approach to finance and investment

교육 기관: Eric V F

2017년 5월 12일

Excellent way to aproach such an interesenting topic such as investment

교육 기관: Ahmed A

2019년 12월 28일

Great wrap-up for the concepts and a practical application on them.

교육 기관: Sergey K

2017년 9월 4일

Excellent practical usage and apply of the specialization material!

교육 기관: Leo G

2021년 2월 16일

A great manner of explaining the material. Very much recommend it.

교육 기관: Javier I v C

2021년 3월 14일

excellent course, very didactic take what you learned to excel.

교육 기관: Christian R

2019년 2월 5일

Fantastic Capstone!!! Very usefull to consolidate the studies.

교육 기관: Vasko B

2016년 12월 28일

Excellent! Well design project for the end of Specialization.

교육 기관: Dharma K

2021년 10월 2일

O​ne of the best specialization I have taken on Coursera.

교육 기관: Alberto V H

2021년 8월 23일

This capstone has been very useful and funny to complete.

교육 기관: Igor M

2020년 9월 4일

Superb learning experience! Extremely useful!

교육 기관: Ouens M

2018년 3월 4일

Informative and done with passion

교육 기관: Konstantin K

2019년 12월 20일

Great Class, Great Instructors

교육 기관: Leonardo C d J

2020년 10월 4일

I found the course excellent!