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学生对 University of Geneva 提供的 Planning your Client's Wealth over a 5-year Horizon 的评价和反馈

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423 个评分

课程概述

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....

热门审阅

LG

Feb 15, 2021

A great manner of explaining the material. Very much recommend it.

JS

Jul 31, 2024

Very Good Syllabus , I would insist everyone to pursue this course and complete this course who are in Investment and stock market . As from India this course make me stand differently in market

筛选依据：

51 - Planning your Client's Wealth over a 5-year Horizon 的 75 个评论（共 94 个）

创建者 Vasko B

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Dec 28, 2016

Excellent! Well design project for the end of Specialization.

创建者 Dharma K

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Oct 2, 2021

One of the best specialization I have taken on Coursera.

创建者 Alberto V H

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Aug 23, 2021

This capstone has been very useful and funny to complete.

创建者 Igor M

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Sep 4, 2020

Superb learning experience! Extremely useful!

创建者 Vivien W V

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Apr 6, 2022

an excelent course, informative. thanks.

创建者 Deleted A

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Mar 4, 2018

Informative and done with passion

创建者 Konstantin K

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Dec 20, 2019

Great Class, Great Instructors

创建者 Leonardo C d J

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Oct 4, 2020

I found the course excellent!

创建者 Saswato R

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Jan 6, 2017

Wonderfully designed course!

创建者 Jorge A G

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Oct 9, 2016

practical strategic approach

创建者 Dhiraj M

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Jun 26, 2017

Absolutely brilliant course

创建者 Lydienne K

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Aug 31, 2020

Very practical.

Thank you

创建者 Alexandru B

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Oct 8, 2019

Good practical exercise.

创建者 Isaac H

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Jan 21, 2019

Excellent course!

创建者 Ankit G

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Dec 21, 2016

Just excellent...

创建者 Ashish K P

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May 16, 2023

Excellent Course

创建者 Jam M

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Apr 13, 2017

I learned a lot!

创建者 OSCAR I P R

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Feb 27, 2026

me gustó mucho

创建者 George K

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Apr 28, 2019

Great Course.

创建者 Richard E B

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Apr 23, 2018

Excelente !!!

创建者 David H

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Dec 10, 2024

Enjoyed it

创建者 Wadhah A

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Mar 17, 2018

Very good

创建者 Lucas O

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Nov 29, 2024

Excelent

创建者 Humbert E

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Mar 4, 2022

Perfect

创建者 SAMER N

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Sep 27, 2024

Good