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.
This course is part of the Investment Management Specialization
Offered By
About this Course
Could your company benefit from training employees on in-demand skills?
Try Coursera for BusinessSkills you will gain
- Investment Management
- Microsoft Excel
- Finance
- Investment
Could your company benefit from training employees on in-demand skills?
Try Coursera for BusinessOffered by
Syllabus - What you will learn from this course
Client Profile
Investment Policy
First Reporting and Rebalancing
Final Reporting
Reviews
- 5 stars80.85%
- 4 stars14.09%
- 3 stars2.12%
- 2 stars0.26%
- 1 star2.65%
TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.
Excellent practical usage and apply of the specialization material!
About the Investment Management Specialization

Frequently Asked Questions
When will I have access to the lectures and assignments?
What will I get if I subscribe to this Specialization?
Is financial aid available?
More questions? Visit the Learner Help Center.