Planning your Client's Wealth over a 5-year Horizon

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Planning your Client's Wealth over a 5-year Horizon

This course is part of Investment Management Specialization

Instructor: Michel Girardin

14,296 already enrolled

Included with

4 modules

Gain insight into a topic and learn the fundamentals.

431 reviews

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

93%

Most learners liked this course

4 modules

Gain insight into a topic and learn the fundamentals.

431 reviews

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

93%

Most learners liked this course

Skills you'll gain

Category: Finance
Category: Risk Analysis
Category: Asset Management
Category: Decision Making
Category: Market Trend
Category: Investment Management
Category: Wealth Management
Category: Investments
Category: Risk Management
Category: Performance Analysis
Category: Performance Measurement
Category: Financial Services
Category: Portfolio Risk
Category: Behavioral Economics
Category: Financial Planning
Category: Portfolio Management

Tools you'll learn

Category: Microsoft Excel

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English

91% of learners achieved a positive career outcome

Build your subject-matter expertise

This course is part of the Investment Management Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this course

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.

You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4). This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.

What's included

16 videos1 reading1 peer review2 discussion prompts

16 videosTotal 90 minutes

Welcoming video & project overview3 minutes
Client profile - Quick recap - part 111 minutes
Client profile - Quick recap - part 211 minutes
The basic steps in investment2 minutes
Cognitive biases when choosing which assets to look at3 minutes
Cognitive biases when processing financial information5 minutes
Cognitive biases when rebalancing your portfolio5 minutes
Cognitive biases when evaluating performance3 minutes
Wrap-up3 minutes
How our emotions impact our investment decisions5 minutes
Why we trade6 minutes
What can we learn from this?10 minutes
The key things you need to know to define your investment profile - UBS guest speaker4 minutes
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker3 minutes
How our age and wealth affect our investment profile - Main views8 minutes
How our age and wealth affect our investment profile - Robo-advisors9 minutes

1 readingTotal 10 minutes

Pick a client!10 minutes

1 peer reviewTotal 120 minutes

Assignment for the first milestone: client profile120 minutes

2 discussion promptsTotal 15 minutes

Cognitive biases and emotions10 minutes
Investment profile5 minutes

What's included

13 videos1 peer review3 discussion prompts

13 videosTotal 85 minutes

Overview of the milestone2 minutes
Risk as volatility?4 minutes
The risk-return trade-off - UBS guest speaker6 minutes
Measuring our risk tolerance6 minutes
Distribution of returns - Graphical representation8 minutes
Distribution of returns - Numbers5 minutes
The impact of correlation - The benefits of diversification6 minutes
The impact of correlation - Maximizing diversification6 minutes
A first example of an anticipation crisis: 1987 - The "Fed Model"9 minutes
A first example of an anticipation crisis: 1987 - The crash9 minutes
A second example of an anticipation crisis - 200010 minutes
Key drivers of tactical asset allocation - Goals8 minutes
Key drivers of tactical asset allocation - Implementation5 minutes

1 peer reviewTotal 60 minutes

Assignment for the second milestone: investment policy60 minutes

3 discussion promptsTotal 30 minutes

Risk-return trade-off10 minutes
Startegic Asset Allocation10 minutes
Tactical Asset Allocation10 minutes

What's included

7 videos1 peer review1 discussion prompt

7 videosTotal 34 minutes

Overview of the milestone3 minutes
Risk management applied to portfolio allocation6 minutes
Defining the Value-at-Risk5 minutes
Computing the Value-at-Risk5 minutes
Defining the Expected Shortfall7 minutes
Computing the Expected Shortfall4 minutes
Risk as volatility?4 minutes

1 peer reviewTotal 150 minutes

Assignment for the third milestone: first reporting and rebalancing150 minutes

1 discussion promptTotal 10 minutes

Risk management10 minutes

What's included

6 videos1 peer review1 discussion prompt

6 videosTotal 47 minutes

Overview of the milestone5 minutes
The Sharpe, Treynor and Sortino ratios - Sharpe8 minutes
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8 minutes
Beating the benchmark or the peer group? - Peer group analysis12 minutes
Beating the benchmark or the peer group? - Screening criteria9 minutes
A few concluding words4 minutes

1 peer reviewTotal 180 minutes

Assignment for the fourth milestone: final reporting180 minutes

1 discussion promptTotal 10 minutes

Performance measurement10 minutes

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Instructor

Instructor ratings

(64 ratings)

Michel Girardin

University of Geneva

5 Courses253,224 learners

Offered by

University of Geneva

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Showing 3 of 431

Reviewed on Jul 31, 2024

Very Good Syllabus , I would insist everyone to pursue this course and complete this course who are in Investment and stock market . As from India this course make me stand differently in market

Reviewed on Dec 27, 2019

Great wrap-up for the concepts and a practical application on them.

Reviewed on Nov 13, 2018

An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

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