About this Course

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Learner Career Outcomes

43%

started a new career after completing these courses

36%

got a tangible career benefit from this course

17%

got a pay increase or promotion
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Approx. 13 hours to complete
English

Skills you will gain

Investment ManagementMicrosoft ExcelFinanceInvestment

Learner Career Outcomes

43%

started a new career after completing these courses

36%

got a tangible career benefit from this course

17%

got a pay increase or promotion
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Approx. 13 hours to complete
English

Offered by

Placeholder

University of Geneva

Syllabus - What you will learn from this course

Week
1

Week 1

3 hours to complete

Client Profile

3 hours to complete
16 videos (Total 90 min), 1 reading, 1 quiz
Week
2

Week 2

3 hours to complete

Investment Policy

3 hours to complete
13 videos (Total 85 min)
Week
3

Week 3

3 hours to complete

First Reporting and Rebalancing

3 hours to complete
7 videos (Total 34 min)
Week
4

Week 4

4 hours to complete

Final Reporting

4 hours to complete
6 videos (Total 47 min)

Reviews

TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON

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About the Investment Management Specialization

Investment Management

Frequently Asked Questions

More questions? Visit the Learner Help Center.