Chevron Left
Back to Wharton Business and Financial Modeling Capstone

Learner Reviews & Feedback for Wharton Business and Financial Modeling Capstone by University of Pennsylvania

4.6
stars
475 ratings

About the Course

In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a data set designed by Wharton Research Data Services (WRDS), you will implement quantitative models in spreadsheets to identify the best opportunities for success and minimizing risk. Using your newly acquired decision-making skills, you will structure a decision and present this course of action in a professional quality PowerPoint presentation which includes both data and data analysis from your quantitative models. Wharton Research Data Services (WRDS) is the leading data research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, ESG, Finance, Insurance, Marketing, and Statistics....

Top reviews

AV

Nov 1, 2017

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.

RT

Sep 25, 2016

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.

Filter by:

26 - 50 of 89 Reviews for Wharton Business and Financial Modeling Capstone

By Nikos B

Apr 22, 2023

The beautiful journey ends with happiness! It was a really challenging process but rewarding experience learning, analysing and modeling in one of the most famous mathematical models in Corporate Finance: the Capital Asset Pricing Model subject to Markowitz Model in Portfolio Theory. The capstone project examines several topics like: diversification, summary statistics, mathematical insight in modeling of financial instruments, etc. Of course, it is a business-analytics course . It requires a good background in College Level of Statistics, Mathematics and related thinking as well the previous courses of this specialization. I am very satisfied of this course and whole specialization so far. The work on the final capstone project is well-monitored by intermediate exams and further studying to understand the statistical analysis of this financial theory. The route of the knowledge needs high attempt and disciplined study (not only in the suggested links and videos). One of the best specialization I have completed in coursera and I feel confidence of the academic result. Thank you Coursera and The Wharton's School.

By Andres O

Mar 27, 2021

I learned a lot. The course that I liked the most was the third but because I already had some basics. So if you are sort of a beginner it will be challenging but amazing!

For someone more experienced, it will be nice to review some material and certainly, you will discover new things.

I discovered Solver. I found it sooooo useful and amazing to have it at hand.

Good luck!

By Julia H

Jun 17, 2023

It's very good, very helpful . The capstone is definitely challenging, but I have learned a lot from completing the capstone which will add great value to my future career journey. Besides, it has shed lots of insights on me of how to use financial modelling to solve lots of issues and help decision making

By Jay B

Jan 8, 2018

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.

By Cosme A B

Dec 16, 2022

great courses that provide a deep understanding on how to model and predict outcomes of business opportunities, the implications of accounting and financing projects and finally investment vehicules such as stocks, bonds and funds.... I highly recommend it!!

By Sebastiao S

Jul 20, 2020

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.

By Rahul B

Apr 20, 2018

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.

By Jafed E G

Jul 6, 2019

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

By Jerrad A

Sep 25, 2016

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!

By Gerard E

Sep 12, 2017

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.

By Anshul V

Nov 2, 2017

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.

By Roman T

Sep 26, 2016

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.

By Steve S

Jan 7, 2021

A clear and comprehensive course on business and financial modeling, taught by experts in the field. This was a well-paced course emphasizing practical skills and helpful concepts.

By Zacharias L

Aug 7, 2017

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.

By Marco K

Apr 30, 2020

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.

By Ian S

May 1, 2023

The course was presented professionally and drew from material that could be applied to real life scenarios using the techniques necessary to achieve the outcome intended.

By Galib H K

Nov 7, 2017

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

By Sutej

Sep 20, 2016

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.

By Anas b M

Apr 9, 2021

It is a well drafted course that helps in enhancing the knowledge of financial modeling and also prepare in tackling important financial decisions.

By Pingchuan M

Sep 19, 2017

Much higher quality than the previous courses in this specialization.

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

By Michael M

Oct 15, 2018

This course is a great way to get working knowledge of financial models and efficient frontier portfolio investing. Highly recommended!

By Jeremy W

Apr 24, 2021

Great to work freely on a project, it was a lot of fun. It helped tremendously expanding my knowledge of Finance and Business analysis.

By Jose J E F

Jan 13, 2017

Excellent capstone to review and put in practice all the learned in the past courses. Excellent course to be a invesment manager.

By Sebastiano T

Apr 24, 2020

Great experience and learning outcome. Could put in practice the objectives learnt during the other courses. Highly recommended.

By Richa S

Dec 31, 2021

Well structured courses and the specialization is amazing. Thank you for giving me the opportunity to complete it.