The course lacks compatibility with the rest of the Specialization. It is tremendously hard and there is no orientation or guidance. Thanks to the support of some colleagues I might be able to finish it. But I ask myself if the extra work was really worthy.

2 stars because of the relevance and deepness of the subject.

It certainly doesn't represent other courses from the same university.

The project is very interesting although I have already built several asset allocation models in the past. I do not like the session structure of the capstone. I have to wait 1 month to start and therefore pay another month's subscription just to wait. This is very annoying.

The course was good, but lack of support when I needed. My questions were not answered and had to find out by myself wasting a lot of time.

Excellent course and very good approach for a project to evaluate the learning of the other modules. This is probably the best course of the specialization, as is not only a test, but a simulation of a real life application to help make clients undestand the importance of diversification in portfolio management.

Successfully completed Wharton Online "Business and Financial Modeling" specialization program from the The Wharton School. Would highly recommend this program with full of real scenarios examples and a lot of a lot of technical content.

This course is very demanding and require high level of concentration with total attention to be able to complete the capstone assignments and project but will deliver practical capability in financial analysis for investment purposes.

课程设置的很好，引导学生自主从公开信息渠道获取信息，并根据现代金融理论，以Sharpe ratio最大化构建自己的资产组合。最后的大作业可以锻炼学生的综合能力，包括数据、论点、论据的组织，展示材料的制作。另外，审阅其他同学的作业有助于帮助整理自己的知识点。非常感谢制作方和老师用心的制作，感谢审阅同学的辛勤劳动！

I had some technical problems to upload the final project, but finally they were solved.

First of all, I tried to upload several times the file, because the file couldn´t be uploaded. I had to try with a different device to upload it after many tries.

After that, I uploaded the file but it could not be opened by the rest of students. At expiration date to be evaluated the projects, I entered into the course. Unfortunately I had failed because the students couldn´t read my file. In last call I contacted with technical support to upload again with very little room for manoeuvre to be evaluated my project.

I had to strongly follow up the issue during these last days to pass the course.

Apart from these problems, I have to say that the response of technical support via email was quick.

Excellent course with an indepth understanding of financial modeling and optimal risk portfolios. The Capstone project created a challenge by introducing 10-stock covariance matrix and Portfolio Variance calculation, which threw some of us off, but ultimately managed to get it done.

Too easy, no direct feedback. But a good refresher, though

As mentioned by many in the comments section, week 3 was severely lacking as there was either insufficient guide or irrelevant course materials. The task was extremely difficult and I would have not been able to complete the course had it not been with the help from peers. This should not be the case for a self-learning module/course by a respectable institution such as UPenn, Wharton.

Excel seems not like the ideal tool for portfolio optimization. A business plan or a net value calculation would have been much more in the spirit of this specialization

Very good introductory course in finance. The skills and resources provided in this course are very helpful to people working in technical field. The instructors were did were outstanding in explaining the course material. I learnt a lot from all the courses and always looked forward to the next course.

I Have Learned more in this Module, Because of the Work we have Done, by practicing in real-time.

the Experience was Amazing, I love the all Scenario with Financial Statement, Portfolio diversification.

Wish I could Rate at 10 Stars, instead of 5.

Its a great course on building portfolios, portfolio optimization and concepts around managing risk while doing so. There is extensive use of excel in practicing above concepts and applying it in real life scenarios which I really liked about it.

I enjoy the lectures. The professor has a good speaking and teaching style which keeps me interested. Lots of concrete math examples which make it easier to understand. Very good slides which are well formulated and easy to understand

Really interesting course. I especially enjoyed the capstone project, which had a lot to do with portfolio construction in the real world. There are many real-world applications for this course and I highly recommend it!

Excellent course that covers a variety of topics in risk and modelling. The capstone project was also key in understanding and presenting the risk/return relationship from a portfolio investment point of view.

Good course that helps understand different considerations to take into account when creating models. Well laid out Capstone project to help understand portfolio diversification and Optimal Portfolio.

Really a great set of courses to understand and apply models to many different scenarios. I was able to use the skills I learned right away in my profession. Would definitely recommend.

Great lesson of managing a portfolio. Sufficient education of good risk management techniques. The process was very intuitive and much of fun. Again I feel great to have taken it.

Teachers have done an excellent job in explanations. I would recommend this course to many.

Sometimes the exercises require very precise answering which is quite frustrating.

This was a great opportunity to get practical experience about calculating the optimal risky portfolio as well as understanding the importance of Portfolio Diversification.

This context of this capstone was great. I was able to learn about finance and apply the tools that I learned in preceding courses to complete this project successfully.

Much higher quality than the previous courses in this specialization.

Involve a lot of new knowledge which is not contained in previous lectures.