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Back to Planning your Client's Wealth over a 5-year Horizon

Learner Reviews & Feedback for Planning your Client's Wealth over a 5-year Horizon by University of Geneva

4.7
stars
423 ratings

About the Course

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 reviews

LG

Feb 15, 2021

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

JS

Jul 31, 2024

Very Good Syllabus , I would insist everyone to pursue this course and complete this course who are in Investment and stock market . As from India this course make me stand differently in market

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51 - 75 of 94 Reviews for Planning your Client's Wealth over a 5-year Horizon

By Vasko B

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Dec 28, 2016

Excellent! Well design project for the end of Specialization.

By Dharma K

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Oct 2, 2021

One of the best specialization I have taken on Coursera.

By Alberto V H

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Aug 23, 2021

This capstone has been very useful and funny to complete.

By Igor M

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Sep 4, 2020

Superb learning experience! Extremely useful!

By Vivien W V

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Apr 6, 2022

an excelent course, informative. thanks.

By Deleted A

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Mar 4, 2018

Informative and done with passion

By Konstantin K

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Dec 20, 2019

Great Class, Great Instructors

By Leonardo C d J

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Oct 4, 2020

I found the course excellent!

By Saswato R

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Jan 6, 2017

Wonderfully designed course!

By Jorge A G

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Oct 9, 2016

practical strategic approach

By Dhiraj M

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Jun 26, 2017

Absolutely brilliant course

By Lydienne K

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Aug 31, 2020

Very practical.

Thank you

By Alexandru B

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Oct 8, 2019

Good practical exercise.

By Isaac H

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Jan 21, 2019

Excellent course!

By Ankit G

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Dec 21, 2016

Just excellent...

By Ashish K P

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May 16, 2023

Excellent Course

By Jam M

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Apr 13, 2017

I learned a lot!

By OSCAR I P R

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Feb 27, 2026

me gustó mucho

By George K

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Apr 28, 2019

Great Course.

By Richard E B

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Apr 23, 2018

Excelente !!!

By David H

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Dec 10, 2024

Enjoyed it

By Wadhah A

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Mar 17, 2018

Very good

By Lucas O

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Nov 29, 2024

Excelent

By Humbert E

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Mar 4, 2022

Perfect

By SAMER N

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Sep 27, 2024

Good