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.
Planning your Client's Wealth over a 5-year Horizon
Planning your Client's Wealth over a 5-year Horizon
This course is part of Investment Management Specialization
Instructor: Michel Girardin
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13 hours to complete
3 weeks at 4 hours a week
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Taught in English
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This course is part of the Investment Management Specialization
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There are 4 modules in this course
What's included
16 videos1 reading1 peer review2 discussion prompts
What's included
13 videos1 peer review3 discussion prompts
What's included
7 videos1 peer review1 discussion prompt
What's included
6 videos1 peer review1 discussion prompt
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4.9 (55 ratings)Offered by
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4.7
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AA
5
Reviewed on Nov 13, 2018
An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.
JN
5
Reviewed on Oct 26, 2016
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
LG
5
Reviewed on Feb 15, 2021
A great manner of explaining the material. Very much recommend it.
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