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.
About this Course
Skills you will gain
- 5 stars80.91%
- 4 stars14.24%
- 3 stars2.15%
- 2 stars0.26%
- 1 star2.41%
TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
Amazing teachers, with great explanation and the UBS speakers definitely brings a touch of what the real financial world will need.
Excellent practical usage and apply of the specialization material!
Fantastic Capstone!!! Very usefull to consolidate the studies.
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
About the Investment Management Specialization
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