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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

357개의 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 51~75

교육 기관: Saswato R

2017년 1월 6일

Wonderfully designed course!

교육 기관: Jorge A G O

2016년 10월 9일

practical strategic approach

교육 기관: Dhiraj M

2017년 6월 26일

Absolutely brilliant course

교육 기관: Lydienne K

2020년 8월 31일

Very practical.

Thank you

교육 기관: Alexandru B

2019년 10월 8일

Good practical exercise.

교육 기관: Isaac H

2019년 1월 21일

Excellent course!

교육 기관: Ankit G

2016년 12월 22일

Just excellent...

교육 기관: Jam M

2017년 4월 13일

I learned a lot!

교육 기관: George K

2019년 4월 28일

Great Course.

교육 기관: Richard E B

2018년 4월 23일

Excelente !!!

교육 기관: Wadhah A

2018년 3월 17일

Very good

교육 기관: Kunal G

2020년 12월 14일


교육 기관: ANEESH B

2020년 3월 27일


교육 기관: Francisco S

2017년 3월 14일


교육 기관: Luis E B

2017년 7월 31일


교육 기관: Russell L M

2021년 6월 27일

I​ really benefited from taking this course/specialization. Even if you don't have any experience in Investment Management, the lectures are clear and you learn so much. I do have one suggestion for the capstone project and this was the reason I gave this course four stars vice five. The project assumes learners are very familiar with Excel when some are not. It came as a surprise to me that such emphasis was put on Excel, especially since it was rarely utilized in the previous courses. Anyway, I suggest you somehow provide more warning to learners about this in advance of the capstone. Having said the above, though, I imagine this is one of the better specializations offered and would highly recommend it to all. Finally, I would be remiss if I did not specifically mention Dr. Michel Girardin. What a wonderful instructor and motivator! He clearly loves teaching and had the most effective methodology. I wish he'd teach other courses so that I could take them! Thanks again to everyone.

교육 기관: Yuhuan Z

2020년 1월 30일

The course is about teaching you how to compute different ratios of portfolios, asset allocation percentages for clients of different risk profiles. It's quite practical and a good review of past lessons. The main shortage is being too simple and lack of participants.

교육 기관: Vishal A

2020년 8월 26일

It was a great learning experience doing this course but the only hiccup I encountered was with excel's formulae which were complicated and unknown to me. But that may be on me rather than the course creators.

교육 기관: Santiago R R

2020년 9월 26일

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.

교육 기관: Deepak K

2018년 3월 11일

While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.

교육 기관: Juan M C

2020년 5월 16일

I suggest this course, and the 4 previous ones include: Some bibliography and more exercises

교육 기관: Athuliya V S

2017년 11월 27일

Good :)

교육 기관: Desiree L

2017년 12월 6일

Unfortunately I could only get through half the practical excel exercises. I required more practical examples due to little experience with excel and financial calculations. Overall, I have loved the whole specialisation.

교육 기관: George

2017년 4월 6일

It teach us how to run calculation in excel. It does not teach how to do calculations to decide a specific SAA, how to pic stocks, how to make decisions in real life.

교육 기관: Patrick B

2022년 1월 5일

the wait for grading was ridiculous and none of the formulas needed were covered.