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.
Ce cours fait partie de la Spécialisation Gestion des investissements
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Spécialisation Gestion des investissementsUniversité de GenèveÀ propos de ce cours
11 051 consultations récentes
Dates limites flexibles
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Certificat partageable
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100 % en ligne
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Cours 5 sur 5 dans le
Approx. 13 heures pour terminer
Anglais
Sous-titres : Arabe, Français, Portugais (européen), Italien, Vietnamien, Allemand, Russe, Anglais, Espagnol
Compétences que vous acquerrez
- Investment Management
- Microsoft Excel
- Finance
- Investment
Dates limites flexibles
Réinitialisez les dates limites selon votre disponibilité.
Certificat partageable
Obtenez un Certificat lorsque vous terminez
100 % en ligne
Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Cours 5 sur 5 dans le
Approx. 13 heures pour terminer
Anglais
Sous-titres : Arabe, Français, Portugais (européen), Italien, Vietnamien, Allemand, Russe, Anglais, Espagnol
Offert par
Université de Genève
Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.
Programme de cours : ce que vous apprendrez dans ce cours
3 heures pour terminer
Client Profile
3 heures pour terminer
16 vidéos (Total 90 min), 1 lecture, 1 quiz
3 heures pour terminer
Investment Policy
3 heures pour terminer
13 vidéos (Total 85 min)
3 heures pour terminer
First Reporting and Rebalancing
3 heures pour terminer
7 vidéos (Total 34 min)
4 heures pour terminer
Final Reporting
4 heures pour terminer
6 vidéos (Total 47 min)
Avis
Meilleurs avis pour PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
par HS4 mai 2019
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
par SR25 sept. 2020
Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.
par AG4 juil. 2017
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
par BS14 janv. 2020
This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.
À propos du Spécialisation Gestion des investissements
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager.
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