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.
Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.
- 5 stars80.86%
- 4 stars14.28%
- 3 stars2.15%
- 2 stars0.26%
- 1 star2.42%
來自PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON的熱門評論
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
Great course! This course will give you a preparation of real-life investment planning for clients. If you have a chance, don't missed it.
Amazing teachers, with great explanation and the UBS speakers definitely brings a touch of what the real financial world will need.
I suggest this course, and the 4 previous ones include: Some bibliography and more exercises
關於 投资管理 專項課程
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager.