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.
提供方
投资管理 专项课程日内瓦大学课程信息
13,359 次近期查看
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100% 在线
立即开始，按照自己的计划学习。
第 5 门课程（共 5 门）
完成时间大约为13 小时
英语（English）
字幕：阿拉伯语（Arabic）, 法语（French）, （欧洲人讲的）葡萄牙语, 意大利语, 越南语, 德语（German）, 俄语（Russian）, 英语（English）, 西班牙语（Spanish）
您将获得的技能
- Investment Management
- Microsoft Excel
- Finance
- Investment
可灵活调整截止日期
根据您的日程表重置截止日期。
可分享的证书
完成后获得证书
100% 在线
立即开始，按照自己的计划学习。
第 5 门课程（共 5 门）
完成时间大约为13 小时
英语（English）
字幕：阿拉伯语（Arabic）, 法语（French）, （欧洲人讲的）葡萄牙语, 意大利语, 越南语, 德语（German）, 俄语（Russian）, 英语（English）, 西班牙语（Spanish）
提供方
日内瓦大学
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.
授课大纲 - 您将从这门课程中学到什么
完成时间为 3 小时
Client Profile
完成时间为 3 小时
16 个视频 （总计 90 分钟）, 1 个阅读材料, 1 个测验
完成时间为 3 小时
Investment Policy
完成时间为 3 小时
13 个视频 （总计 85 分钟）
完成时间为 3 小时
First Reporting and Rebalancing
完成时间为 3 小时
7 个视频 （总计 34 分钟）
完成时间为 4 小时
Final Reporting
完成时间为 4 小时
6 个视频 （总计 47 分钟）
审阅
来自PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON的热门评论
由 HS 提供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
由 SR 提供Sep 25, 2020
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.
由 AG 提供Jul 4, 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.
由 BS 提供Jan 14, 2020
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.
关于 投资管理 专项课程
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.
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