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Alternative Investments As We Age: Building Wealth

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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 : Private Equity
Catégorie : Financial Planning
Catégorie : Portfolio Management
Catégorie : Financial Analysis
Catégorie : Investments
Catégorie : Investment Management
Catégorie : Asset Management
Catégorie : Real Estate
Catégorie : Wealth Management
Catégorie : Behavioral Economics
Catégorie : Decision Making
Catégorie : Risk Mitigation
Catégorie : Case Studies

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

Évaluations

6 devoirs

Enseigné en Anglais

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Ce cours est disponible dans le cadre de

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.

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 vidéos Total 55 minutes

Course Overview 3 minutes
Meet Your Instructor | Craig Lemoine 2 minutes
Meet Your Instructor | Ailie Elmore 2 minutes
Module 1 | Overview 1 minute
Understanding Economic Theories 14 minutes
What is the Purpose of Investing? 4 minutes
Heuristics and Investment Management 6 minutes
Money Stories and Money Scripts 6 minutes
Cognitive Biases and Investor Preferences 8 minutes
Shift to Behavioral Finance Featuring Matt Goren 6 minutes
Behavior Featuring Jamie Hopkins 1 minute
Module 1 | Wrap-up 1 minute

5 lectures Total 90 minutes

Syllabus 10 minutes
Learn More About Flexible Pathways 10 minutes
Updating Your Profile 10 minutes
The Impact of Cognitive Biases on Professionals’ Decision-Making 30 minutes
Life-Cycle Investing 30 minutes

2 devoirs Total 90 minutes

Orientation Quiz 30 minutes
Module 1 | Knowledge Check 60 minutes

1 sujet de discussion Total 10 minutes

Getting to Know Your Classmates 10 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 vidéos Total 46 minutes

Module 2 | Overview 1 minute
Building Wealth in your 20s: Starting your financial life 10 minutes
Presley’s Inheritance: Corn, Llamas, and Choices 9 minutes
Building Wealth in your 30s: Finding your why 11 minutes
Sam's Investment Quest: Shire to Solar 8 minutes
How do you start off, building wealth Featuring Jamie Hopkins 4 minutes
Fractional ownership in farmland Featuring Carter Malloy 3 minutes
Module 2 | Wrap-Up 1 minute

3 lectures Total 50 minutes

Learners Guide: Presley’s Inheritance: Corn, Llamas, and Choices 10 minutes
Learners Guide: Sam's Investment Quest: Shire to Solar 10 minutes
Investment Intention and Decision Making 30 minutes

1 devoir Total 60 minutes

Module 2 | Knowledge Check 60 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 vidéos Total 47 minutes

Module 3 | Overview 1 minute
Working with Wealth in your 40s 7 minutes
Risk analysis tools 5 minutes
A story of three portfolios 8 minutes
Financial Health in your 50s: Portfolios Maturing 8 minutes
Diving deep into correlations 8 minutes
Michelle’s Real Estate Dilemma: Cash or Continuity? 10 minutes
Module 3 | Wrap-up 1 minute

2 lectures Total 40 minutes

Learners Guide: Michelle’s Real Estate Dilemma: Cash or Continuity? 10 minutes
Financial Well-Being in the United States 30 minutes

1 devoir Total 60 minutes

Module 3 | Knowledge Check 60 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 vidéos Total 35 minutes

Module 4 | Overview 1 minute
Rental Properties with Model Wealth Featuring Randy Bruns & Alex Offerman 6 minutes
Social Media, Influencers, Investing and Real Estate Featuring Jamie Hopkins 7 minutes
Creating an income plan from art and collectibles Featuring Randy Bruns & Alex Offerman 6 minutes
Farmland Philanthropy: Income via Trusts, Flips, and Estates Featuring Justin Seno 5 minutes
Water as an asset class Featuring Brett Bovee 3 minutes
Gifting over the lifecycle: Crypto Featuring Jennifer Lehman 3 minutes
Module 4 | Wrap-up 1 minute
Course Wrap-up 1 minute
Graduate-Level Learning: Deepening Your Expertise 2 minutes

5 lectures Total 90 minutes

Alternative Investment Funds 30 minutes
The Persistence of Cognitive Biases in Financial Decisions 30 minutes
Congratulations! 10 minutes
Stack Your Course Certificate toward Graduate Coursework 10 minutes
Getting Your Course Certificate 10 minutes

2 devoirs Total 240 minutes

Module 4 | Knowledge Check 60 minutes
Final Assessment 180 minutes

Obtenez un certificat professionnel

Ajoutez ce titre à votre profil LinkedIn, à votre curriculum vitae ou à votre CV. Partagez-le sur les médias sociaux et dans votre évaluation des performances.

Instructeur

Dr. Craig Lemoine

University of Illinois Urbana-Champaign

12 Cours 8 982 apprenants

Offert par

University of Illinois Urbana-Champaign

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Foire Aux Questions

Yes! Although completion of the Coursera course alone is not credit-bearing, it is a required component of a graduate-level Canvas course that can be "stacked" toward advanced credentials such as an academic (transcriptable) graduate certificate or a degree. If you decide to pursue further education, the credits you earn from this course can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.