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$79

Planning your Client's Wealth over a 5-year Horizon

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University of Geneva- Michel Girardin
,
University of Geneva

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English

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Overview

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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USD 79

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Type: Online

This course includes

  • Earn a Certificate upon completion
  • Start instantly and learn at your own schedule.

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course image

USD 79

provider image

Type: Online

This course includes

  • Earn a Certificate upon completion
  • Start instantly and learn at your own schedule.

Taken this course?

Share your experience with other students

Share

Add Review

Planning your Client's Wealth over a 5-year Horizon

Created by -

University of Geneva- Michel Girardin
,
University of Geneva

0.00

(0 ratings)

All Levels

Start Date: May 3rd 2021

Course Description

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.

The information used on this page is how each course is described on the Coursera platform.

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University of Geneva- Michel Girardin,University of Geneva

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