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Learner Reviews & Feedback for Planning your Client's Wealth over a 5-year Horizon by University of Geneva

4.7
stars
388 ratings

About the Course

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....

Top reviews

HS

May 4, 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

LG

Dec 13, 2020

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.

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26 - 50 of 84 Reviews for Planning your Client's Wealth over a 5-year Horizon

By John D R

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Sep 17, 2021

An Excellent Course that helps us find the ups and downs of capital markets in General and Investment Policy. Covers all the possible aspects of Investment management. Definitely recommended to all the Equity Market enthusiasts.

By Anil M

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Jun 28, 2020

Is a detailed, well presented course. Starts from basics and different aspects of Investments and Assets are very well presented by qualified Faculty and supplemented with guest lectures from the corporate sponsors, UBS.

By Ismaila M

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Feb 18, 2024

The Course (Planning your Client's Wealth Over 5-year Horizon is a MUST in Financial Management including all of its branches , in the global economic development in the digital 21st century of human civilization .

By Kaloyan E A

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Oct 16, 2019

Really great course and really great specialisation! I particularly appreciate the fact that the transcript was option, as I am a rather busy professional and didn't really have the time to properly do it.

By Andreas S

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Oct 25, 2019

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

By Hiram F M S

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May 5, 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

By LUIS G

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Dec 14, 2020

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.

By Anapat C

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Mar 26, 2022

This class is very practical! The whole specialization is very well-planned for beginners! Easy to understand and follow along! Thank you for these great learning materials!

By Cédric J

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Jun 7, 2020

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

By Jerome B

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Oct 24, 2016

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

By Ivan O

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Oct 31, 2016

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.

By Ian T

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Mar 11, 2021

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

By Ricardo M

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Mar 29, 2020

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

By Jayanth N

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Oct 27, 2016

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

By Avi

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Nov 14, 2018

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

By José H

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Jun 2, 2021

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

By Eric V F

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May 12, 2017

Excellent way to aproach such an interesenting topic such as investment

By Ahmed A

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Dec 28, 2019

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

By Sergey K

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Sep 4, 2017

Excellent practical usage and apply of the specialization material!

By Leo G

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Feb 16, 2021

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

By Javier I V C

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Mar 14, 2021

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

By Christian R

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Feb 5, 2019

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

By Vasko B

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Dec 28, 2016

Excellent! Well design project for the end of Specialization.

By Dharma K

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Oct 2, 2021

One of the best specialization I have taken on Coursera.

By Alberto V H

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Aug 23, 2021

This capstone has been very useful and funny to complete.