About this Course

36,660 recent views

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
16 videos
Client profile - Quick recap - part 110m
Client profile - Quick recap - part 210m
The basic steps in investment2m
Cognitive biases when choosing which assets to look at3m
Cognitive biases when processing financial information4m
Cognitive biases when rebalancing your portfolio4m
Cognitive biases when evaluating performance2m
Wrap-up3m
How our emotions impact our investment decisions4m
Why we trade6m
What can we learn from this?9m
The key things you need to know to define your investment profile - UBS guest speaker4m
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2m
How our age and wealth affect our investment profile - Main views8m
How our age and wealth affect our investment profile - Robo-advisors8m
1 reading
Pick a client!10m
Week
2

Week 2

3 hours to complete

Investment Policy

3 hours to complete
13 videos (Total 85 min)
13 videos
Risk as volatility?4m
The risk-return trade-off - UBS guest speaker5m
Measuring our risk tolerance5m
Distribution of returns - Graphical representation8m
Distribution of returns - Numbers5m
The impact of correlation - The benefits of diversification5m
The impact of correlation - Maximizing diversification6m
A first example of an anticipation crisis: 1987 - The "Fed Model"9m
A first example of an anticipation crisis: 1987 - The crash8m
A second example of an anticipation crisis - 200010m
Key drivers of tactical asset allocation - Goals8m
Key drivers of tactical asset allocation - Implementation4m
Week
3

Week 3

3 hours to complete

First Reporting and Rebalancing

3 hours to complete
7 videos (Total 34 min)
7 videos
Risk management applied to portfolio allocation6m
Defining the Value-at-Risk4m
Computing the Value-at-Risk5m
Defining the Expected Shortfall6m
Computing the Expected Shortfall3m
Risk as volatility?4m
Week
4

Week 4

4 hours to complete

Final Reporting

4 hours to complete
6 videos (Total 47 min)
6 videos
The Sharpe, Treynor and Sortino ratios - Sharpe8m
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8m
Beating the benchmark or the peer group? - Peer group analysis12m
Beating the benchmark or the peer group? - Screening criteria8m
A few concluding words4m

Reviews

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

View all reviews

About the Investment Management Specialization

Investment Management

Frequently Asked Questions

More questions? Visit the Learner Help Center.