About this Course

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Flexible deadlines
Reset deadlines in accordance to your schedule.
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Coursera Labs
Includes hands on learning projects.
Learn more about Coursera Labs External Link
Approx. 13 hours to complete
English

Skills you will gain

  • Investment Management
  • Microsoft Excel
  • Finance
  • Investment
Flexible deadlines
Reset deadlines in accordance to your schedule.
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Coursera Labs
Includes hands on learning projects.
Learn more about Coursera Labs External Link
Approx. 13 hours to complete
English

Offered by

Placeholder

University of Geneva

Syllabus - What you will learn from this course

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Week1
Week 1
3 hours to complete

Client Profile

3 hours to complete
16 videos (Total 90 min), 1 reading, 1 quiz
Week2
Week 2
3 hours to complete

Investment Policy

3 hours to complete
13 videos (Total 85 min)
Week3
Week 3
3 hours to complete

First Reporting and Rebalancing

3 hours to complete
7 videos (Total 34 min)
Week4
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

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