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Learner Reviews & Feedback for Planning your Client's Wealth over a 5-year Horizon by University of Geneva

4.7
stars
388 ratings

About the 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....

Top reviews

HS

May 4, 2019

Great course and specialization, thanks to UNIGE, UBS and Coursera for designing it so well and providing this high quality knowledge and tools for online users interested in this very niche topic

LG

Dec 13, 2020

Amazing! This course is really good! Easy to follow and very well strutured. Althought, it would be good if sources and platform with info about the assests of hedge funds where provided.

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76 - 84 of 84 Reviews for Planning your Client's Wealth over a 5-year Horizon

By Vishal A

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Aug 26, 2020

It was a great learning experience doing this course but the only hiccup I encountered was with excel's formulae which were complicated and unknown to me. But that may be on me rather than the course creators.

By Santiago R R

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Sep 26, 2020

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.

By Deepak K

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Mar 11, 2018

While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.

By Juan M C

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May 16, 2020

I suggest this course, and the 4 previous ones include: Some bibliography and more exercises

By Njabulo J

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Jun 12, 2022

Great learning experience

By Ronit S

•

Jan 31, 2024

Good AND Excellent

By Athuliya V S

•

Nov 27, 2017

Good :)

By Desiree L

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Dec 6, 2017

Unfortunately I could only get through half the practical excel exercises. I required more practical examples due to little experience with excel and financial calculations. Overall, I have loved the whole specialisation.

By George

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Apr 6, 2017

It teach us how to run calculation in excel. It does not teach how to do calculations to decide a specific SAA, how to pic stocks, how to make decisions in real life.