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Kursteilnehmer-Bewertung und -Feedback für Planning your Client's Wealth over a 5-year Horizon von Universität von Genf

278 Bewertungen
53 Bewertungen

Über den Kurs

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 05, 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 05, 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.

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26 - 50 von 52 Bewertungen für Planning your Client's Wealth over a 5-year Horizon

von Avi

Nov 14, 2018

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

von Eric V F

May 12, 2017

Excellent way to aproach such an interesenting topic such as investment

von Ahmed A R A

Dec 28, 2019

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

von Sergey K

Sep 04, 2017

Excellent practical usage and apply of the specialization material!

von Christian R

Feb 05, 2019

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

von Vasko B

Dec 28, 2016

Excellent! Well design project for the end of Specialization.

von Ouens M

Mar 04, 2018

Informative and done with passion

von Konstantin K

Dec 20, 2019

Great Class, Great Instructors

von Saswato R

Jan 06, 2017

Wonderfully designed course!

von Jorge A G O

Oct 09, 2016

practical strategic approach

von Dhiraj M

Jun 26, 2017

Absolutely brilliant course

von Alexandru B

Oct 08, 2019

Good practical exercise.

von Isaac H

Jan 21, 2019

Excellent course!

von Ankit G

Dec 22, 2016

Just excellent...

von Jam M

Apr 13, 2017

I learned a lot!

von George K

Apr 28, 2019

Great Course.

von Richard E B

Apr 24, 2018

Excelente !!!


Mar 17, 2018

Very good

von Aneesh B

Mar 27, 2020


von Francisco S

Mar 14, 2017


von Luis E B

Jul 31, 2017


von Yuhuan Z

Jan 30, 2020

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.

von Deepak K

Mar 11, 2018

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

von Juan M C

May 16, 2020

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

von Athuliya V S

Nov 27, 2017

Good :)