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.
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來自PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON的熱門評論
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.
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.
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.
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.
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.
This Specialization is one of the best among all ,coursera is offering.
Great wrap-up for the concepts and a practical application on them.
Excellent! Well design project for the end of Specialization.
關於 投资管理 專項課程