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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.


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

創建者 Saswato R


Wonderfully designed course!

創建者 Jorge A G O


practical strategic approach

創建者 Dhiraj M


Absolutely brilliant course

創建者 Lydienne K


Very practical.

Thank you

創建者 Alexandru B


Good practical exercise.

創建者 Isaac H


Excellent course!

創建者 Ankit G


Just excellent...

創建者 Jam M


I learned a lot!

創建者 George K


Great Course.

創建者 Richard E B


Excelente !!!

創建者 Wadhah A


Very good

創建者 Kunal G






創建者 Francisco S



創建者 Luis E B



創建者 Russell L M


I​ really benefited from taking this course/specialization. Even if you don't have any experience in Investment Management, the lectures are clear and you learn so much. I do have one suggestion for the capstone project and this was the reason I gave this course four stars vice five. The project assumes learners are very familiar with Excel when some are not. It came as a surprise to me that such emphasis was put on Excel, especially since it was rarely utilized in the previous courses. Anyway, I suggest you somehow provide more warning to learners about this in advance of the capstone. Having said the above, though, I imagine this is one of the better specializations offered and would highly recommend it to all. Finally, I would be remiss if I did not specifically mention Dr. Michel Girardin. What a wonderful instructor and motivator! He clearly loves teaching and had the most effective methodology. I wish he'd teach other courses so that I could take them! Thanks again to everyone.

創建者 Yuhuan Z


The course is about teaching you how to compute different ratios of portfolios, asset allocation percentages for clients of different risk profiles. It's quite practical and a good review of past lessons. The main shortage is being too simple and lack of participants.

創建者 Vishal A


It was a great learning experience doing this course but the only hiccup I encountered was with excel's formulae which were complicated and unknown to me. But that may be on me rather than the course creators.

創建者 Santiago R R


Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.

創建者 Deepak K


While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.

創建者 Juan M C


I suggest this course, and the 4 previous ones include: Some bibliography and more exercises

創建者 Athuliya V S


Good :)

創建者 Desiree L


Unfortunately I could only get through half the practical excel exercises. I required more practical examples due to little experience with excel and financial calculations. Overall, I have loved the whole specialisation.

創建者 George


It teach us how to run calculation in excel. It does not teach how to do calculations to decide a specific SAA, how to pic stocks, how to make decisions in real life.

創建者 Patrick B


the wait for grading was ridiculous and none of the formulas needed were covered.