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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

358 個評分
76 條評論


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....



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


Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.


26 - Planning your Client's Wealth over a 5-year Horizon 的 50 個評論(共 75 個)

創建者 Andreas S


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


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


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 Bill S


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


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


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


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


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


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


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

創建者 Avi


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

創建者 José H


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

創建者 Eric V F


Excellent way to aproach such an interesenting topic such as investment

創建者 Ahmed A


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

創建者 Sergey K


Excellent practical usage and apply of the specialization material!

創建者 Leo G


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

創建者 Javier I v C


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

創建者 Christian R


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

創建者 Vasko B


Excellent! Well design project for the end of Specialization.

創建者 Dharma K


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

創建者 Alberto V H


This capstone has been very useful and funny to complete.

創建者 Igor M


Superb learning experience! Extremely useful!

創建者 Ouens M


Informative and done with passion

創建者 Konstantin K


Great Class, Great Instructors

創建者 Leonardo C d J


I found the course excellent!