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
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About this Course
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- Investment Management
- Microsoft Excel
- Finance
- Investment
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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
Excellent practical usage and apply of the specialization material!
Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.
Great course! This course will give you a preparation of real-life investment planning for clients. If you have a chance, don't missed it.
I suggest this course, and the 4 previous ones include: Some bibliography and more exercises
About the Investment Management Specialization

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