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学生对 日内瓦大学 提供的 Planning your Client's Wealth over a 5-year Horizon 的评价和反馈

4.7
367 个评分
80 条评论

课程概述

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....

热门审阅

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

AC

Mar 25, 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!

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76 - Planning your Client's Wealth over a 5-year Horizon 的 80 个评论(共 80 个)

创建者 Njabulo J

Jun 12, 2022

​Great learning experience

创建者 Athuliya V S

Nov 27, 2017

Good :)

创建者 Desiree L

Dec 6, 2017

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.

创建者 George

Apr 6, 2017

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.

创建者 Patrick B

Jan 5, 2022

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