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學生對 日内瓦大学 提供的 Planning your Client's Wealth over a 5-year Horizon 的評價和反饋

4.7
367 個評分
80 條評論

課程概述

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....

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HS

2019年5月4日

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

AC

2022年3月25日

This class is very practical! The whole specialization is very well-planned for beginners! Easy to understand and follow along! Thank you for these great learning materials!

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26 - Planning your Client's Wealth over a 5-year Horizon 的 50 個評論(共 80 個)

創建者 Andreas S

2019年10月25日

Great application of theory and (virtual) practice, learning how to actually manage a client's wealth

Would totally recommend to anyone interested in Private Banking, Wealth/Asset and Portfolio Management

創建者 Hiram F M S

2019年5月5日

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

創建者 LUIS G

2020年12月14日

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.

創建者 Anapat C

2022年3月26日

This class is very practical! The whole specialization is very well-planned for beginners! Easy to understand and follow along! Thank you for these great learning materials!

創建者 Bill S

2020年1月14日

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.

創建者 Cédric J

2020年6月7日

Very good experience. Much recommended for professional and student or any curious investor who want to know more about the finance and economic world.

創建者 Jerome B

2016年10月24日

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

創建者 Ivan O

2016年10月31日

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.

創建者 Ian T

2021年3月11日

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

創建者 Ricardo B M

2020年3月29日

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

創建者 Jayanth N

2016年10月27日

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

創建者 Avi

2018年11月14日

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

創建者 José H

2021年6月2日

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

創建者 Eric V F

2017年5月12日

Excellent way to aproach such an interesenting topic such as investment

創建者 Ahmed A

2019年12月28日

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

創建者 Sergey K

2017年9月4日

Excellent practical usage and apply of the specialization material!

創建者 Leo G

2021年2月16日

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

創建者 Javier I V C

2021年3月14日

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

創建者 Christian R

2019年2月5日

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

創建者 Vasko B

2016年12月28日

Excellent! Well design project for the end of Specialization.

創建者 Dharma K

2021年10月2日

O​ne of the best specialization I have taken on Coursera.

創建者 Alberto V H

2021年8月23日

This capstone has been very useful and funny to complete.

創建者 Igor M

2020年9月4日

Superb learning experience! Extremely useful!

創建者 Vivien W V

2022年4月6日

an excelent course, informative. thanks.

創建者 Ouens M

2018年3月4日

Informative and done with passion