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

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346 Bewertungen
72 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....

Top-Bewertungen

HS
4. Mai 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

AG
4. Juli 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 71 Bewertungen für Planning your Client's Wealth over a 5-year Horizon

von Hiram F M S

5. Mai 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

von LUIS G

14. Dez. 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.

von Bill S

14. Jan. 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.

von Cédric J

7. Juni 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.

von Jerome B

24. Okt. 2016

Very instructive and practical Capstone project in the continuity of the 4 previous modules. Many thanks to the UNIGE for this great specialization.

von Ivan O

31. Okt. 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.

von Ian T

11. März 2021

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

von Ricardo B M

29. März 2020

This course was fundamental to put into practice many concepts that were taught in theory on the previous courses of the series.

von Jayanth N

27. Okt. 2016

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

von Avi

14. Nov. 2018

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

von José H

2. Juni 2021

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

von Eric V F

12. Mai 2017

Excellent way to aproach such an interesenting topic such as investment

von Ahmed A

28. Dez. 2019

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

von Sergey K

4. Sep. 2017

Excellent practical usage and apply of the specialization material!

von Leo G

16. Feb. 2021

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

von Javier I v C

14. März 2021

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

von Christian R

5. Feb. 2019

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

von Vasko B

28. Dez. 2016

Excellent! Well design project for the end of Specialization.

von Igor M

4. Sep. 2020

Superb learning experience! Extremely useful!

von Ouens M

4. März 2018

Informative and done with passion

von Konstantin K

20. Dez. 2019

Great Class, Great Instructors

von Leonardo C d J

4. Okt. 2020

I found the course excellent!

von Saswato R

6. Jan. 2017

Wonderfully designed course!

von Jorge A G O

9. Okt. 2016

practical strategic approach

von Dhiraj M

26. Juni 2017

Absolutely brilliant course