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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

358 个评分
76 条评论


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....


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

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.


26 - Planning your Client's Wealth over a 5-year Horizon 的 50 个评论(共 75 个)

创建者 Andreas S

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

创建者 Hiram F M S

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

创建者 LUIS G

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.

创建者 Bill S

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.

创建者 Cédric J

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.

创建者 Jerome B

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.

创建者 Ivan O

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.

创建者 Ian T

Mar 11, 2021

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

创建者 Ricardo B M

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.

创建者 Jayanth N

Oct 27, 2016

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

创建者 Avi

Nov 14, 2018

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

创建者 José H

Jun 2, 2021

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

创建者 Eric V F

May 12, 2017

Excellent way to aproach such an interesenting topic such as investment

创建者 Ahmed A

Dec 28, 2019

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

创建者 Sergey K

Sep 4, 2017

Excellent practical usage and apply of the specialization material!

创建者 Leo G

Feb 16, 2021

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

创建者 Javier I v C

Mar 14, 2021

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

创建者 Christian R

Feb 5, 2019

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

创建者 Vasko B

Dec 28, 2016

Excellent! Well design project for the end of Specialization.

创建者 Dharma K

Oct 2, 2021

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

创建者 Alberto V H

Aug 23, 2021

This capstone has been very useful and funny to complete.

创建者 Igor M

Sep 4, 2020

Superb learning experience! Extremely useful!

创建者 Ouens M

Mar 4, 2018

Informative and done with passion

创建者 Konstantin K

Dec 20, 2019

Great Class, Great Instructors

创建者 Leonardo C d J

Oct 4, 2020

I found the course excellent!