Chevron Left
Planning your Client's Wealth over a 5-year Horizon に戻る

ジュネーヴ大学(University of Geneva) による Planning your Client's Wealth over a 5-year Horizon の受講者のレビューおよびフィードバック

4.7
372件の評価

コースについて

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....

人気のレビュー

HS

2019年5月4日

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

LG

2020年12月13日

Amazing! This course is really good! Easy to follow and very well strutured. Althought, it would be good if sources and platform with info about the assests of hedge funds where provided.

フィルター:

Planning your Client's Wealth over a 5-year Horizon: 51 - 75 / 80 レビュー

by Konstantin K

2019年12月20日

by Leonardo C d J

2020年10月4日

by Saswato R

2017年1月6日

by Jorge A G

2016年10月9日

by Dhiraj M

2017年6月26日

by Lydienne K

2020年8月31日

by Alexandru B

2019年10月8日

by Isaac H

2019年1月21日

by Ankit G

2016年12月22日

by Jam M

2017年4月13日

by George K

2019年4月28日

by Richard E B

2018年4月23日

by Wadhah A

2018年3月17日

by Humbert E

2022年3月4日

by Kushal G

2020年12月14日

by ANEESH B

2020年3月27日

by Francisco S

2017年3月14日

by Luis E B

2017年7月31日

by Russell L M

2021年6月27日

by Yuhuan Z

2020年1月30日

by Jorge C

2022年2月7日

by Vishal A

2020年8月26日

by Santiago R R

2020年9月26日

by Deepak K

2018年3月11日

by Juan M C

2020年5月16日