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Alternative Investments As We Age: Building Wealth

Ce cours n'est pas disponible en Français (France)

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Alternative Investments As We Age: Building Wealth

Ce cours fait partie de plusieurs programmes.

Instructeur : Dr. Craig Lemoine

Inclus avec

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Aucune connaissance prérequise

2 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Aucune connaissance prérequise

2 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

Understand various investment theories and the impact of cognitive biases on financial decision-making throughout the client lifecycle.
Analyze wealth management strategies, financial planning opportunities, and generational wealth transfer as consumers age.
Evaluate the role and benefits of alternative investments in wealth accumulation and retirement planning, considering health and financial stability.

Compétences que vous acquerrez

Catégorie : Wealth Management
Catégorie : Financial Analysis
Catégorie : Private Equity
Catégorie : General Finance
Catégorie : Decision Making
Catégorie : Investment Management
Catégorie : Case Studies
Catégorie : Financial Planning
Catégorie : Investments
Catégorie : Finance
Catégorie : Behavioral Economics
Catégorie : Portfolio Management

Détails à connaître

Certificat partageable

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Évaluations

6 devoirs

Enseigné en Anglais

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logos de Petrobras, TATA, Danone, Capgemini, P&G et L'Oreal

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Lorsque vous vous inscrivez à ce cours, vous devez également sélectionner un programme spécifique.

Apprenez de nouveaux concepts auprès d'experts du secteur
Acquérez une compréhension de base d'un sujet ou d'un outil
Développez des compétences professionnelles avec des projets pratiques
Obtenez un certificat professionnel partageable

Il y a 4 modules dans ce cours

This course explores financial planning and investment strategies across the consumer lifecycle. It covers investment theories, cognitive biases, and their impact on financial decisions. You'll analyze case studies to understand wealth building, evaluate financial planning and wealth management strategies, and discuss generational wealth transfer. The course also examines financial strategies for those in their 40s and 50s, considering retirement savings and alternative investments. Finally, it assesses the role of private market and non-traditional investments in early wealth accumulation.

This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.

Détails du module

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module to assess various investment theories throughout the client lifecycle by comparing the long-term financial impacts of saving versus investing. You’ll also examine the influence of cognitive biases, such as anchoring and confirmation bias, on financial decision-making and investment behaviors.

Inclus

12 vidéos5 lectures2 devoirs1 sujet de discussion

12 vidéosTotal 55 minutes

Course Overview3 minutes
Meet Your Instructor | Craig Lemoine2 minutes
Meet Your Instructor | Ailie Elmore2 minutes
Module 1 | Overview 1 minute
Understanding Economic Theories14 minutes
What is the Purpose of Investing?4 minutes
Heuristics and Investment Management6 minutes
Money Stories and Money Scripts6 minutes
Cognitive Biases and Investor Preferences8 minutes
Shift to Behavioral Finance Featuring Matt Goren6 minutes
Behavior Featuring Jamie Hopkins1 minute
Module 1 | Wrap-up1 minute

5 lecturesTotal 90 minutes

Syllabus10 minutes
Learn More About Flexible Pathways10 minutes
Updating Your Profile10 minutes
The Impact of Cognitive Biases on Professionals’ Decision-Making30 minutes
Life-Cycle Investing30 minutes

2 devoirsTotal 90 minutes

Module 1 | Knowledge Check60 minutes
Orientation Quiz30 minutes

1 sujet de discussionTotal 10 minutes

Getting to Know Your Classmates10 minutes

This module focuses on analyzing and assessing the financial decisions and investment strategies of case study characters to understand long-term wealth building. You’ll evaluate opportunities for financial planning, wealth management, and generational wealth transfer, and discuss strategies for managing wealth through pre-retirement life stages.

Inclus

8 vidéos3 lectures1 devoir

8 vidéosTotal 46 minutes

Module 2 | Overview 1 minute
Building Wealth in your 20s: Starting your financial life10 minutes
Presley’s Inheritance: Corn, Llamas, and Choices9 minutes
Building Wealth in your 30s: Finding your why 11 minutes
Sam's Investment Quest: Shire to Solar8 minutes
How do you start off, building wealth Featuring Jamie Hopkins4 minutes
Fractional ownership in farmland Featuring Carter Malloy3 minutes
Module 2 | Wrap-Up1 minute

3 lecturesTotal 50 minutes

Learners Guide: Presley’s Inheritance: Corn, Llamas, and Choices10 minutes
Learners Guide: Sam's Investment Quest: Shire to Solar10 minutes
Investment Intention and Decision Making30 minutes

1 devoirTotal 60 minutes

Module 2 | Knowledge Check60 minutes

In this module, you will evaluate the effectiveness of different financial strategies for managing wealth in their 40s and 50s, considering factors such as retirement savings, asset allocation, and alternative investments. You’ll also use case studies to analyze the interactions between health and financial decisions to understand how maintaining good health can impact long-term financial stability and retirement planning.

Inclus

8 vidéos2 lectures1 devoir

8 vidéosTotal 47 minutes

Module 3 | Overview 1 minute
Working with Wealth in your 40s7 minutes
Risk analysis tools5 minutes
A story of three portfolios8 minutes
Financial Health in your 50s: Portfolios Maturing8 minutes
Diving deep into correlations8 minutes
Michelle’s Real Estate Dilemma: Cash or Continuity?10 minutes
Module 3 | Wrap-up1 minute

2 lecturesTotal 40 minutes

Learners Guide: Michelle’s Real Estate Dilemma: Cash or Continuity?10 minutes
Financial Well-Being in the United States30 minutes

1 devoirTotal 60 minutes

Module 3 | Knowledge Check60 minutes

This module examines the utilization of private market and non-traditional investments in institutional accounts and retirement plans. You’ll assess the feasibility and benefits of including alternative investments in building wealth through a case study. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

Inclus

10 vidéos5 lectures2 devoirs

10 vidéosTotal 35 minutes

Module 4 | Overview 1 minute
Rental Properties with Model Wealth Featuring Randy Bruns & Alex Offerman6 minutes
Social Media, Influencers, Investing and Real Estate Featuring Jamie Hopkins7 minutes
Creating an income plan from art and collectibles Featuring Randy Bruns & Alex Offerman6 minutes
Farmland Philanthropy: Income via Trusts, Flips, and Estates Featuring Justin Seno5 minutes
Water as an asset class Featuring Brett Bovee3 minutes
Gifting over the lifecycle: Crypto Featuring Jennifer Lehman3 minutes
Module 4 | Wrap-up1 minute
Course Wrap-up1 minute
Graduate-Level Learning: Deepening Your Expertise2 minutes

5 lecturesTotal 90 minutes

Alternative Investment Funds30 minutes
The Persistence of Cognitive Biases in Financial Decisions30 minutes
Congratulations!10 minutes
Stack Your Course Certificate toward Graduate Coursework10 minutes
Getting Your Course Certificate10 minutes

2 devoirsTotal 240 minutes

Module 4 | Knowledge Check60 minutes
Final Assessment180 minutes

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