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

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

307 ratings
60 reviews

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


May 05, 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


Jul 05, 2017

Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.

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26 - 50 of 59 Reviews for Planning your Client's Wealth over a 5-year Horizon

By Jayanth N

Oct 27, 2016

Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.

By Avi

Nov 14, 2018

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

By Eric V F

May 12, 2017

Excellent way to aproach such an interesenting topic such as investment

By Ahmed A

Dec 28, 2019

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

By Sergey K

Sep 04, 2017

Excellent practical usage and apply of the specialization material!

By Christian R

Feb 05, 2019

Fantastic Capstone!!! Very usefull to consolidate the studies.

By Vasko B

Dec 28, 2016

Excellent! Well design project for the end of Specialization.

By Igor M

Sep 04, 2020

Superb learning experience! Extremely useful!

By Ouens M

Mar 04, 2018

Informative and done with passion

By Konstantin K

Dec 20, 2019

Great Class, Great Instructors

By Leonardo C d J

Oct 05, 2020

I found the course excellent!

By Saswato R

Jan 06, 2017

Wonderfully designed course!

By Jorge A G O

Oct 09, 2016

practical strategic approach

By Dhiraj M

Jun 26, 2017

Absolutely brilliant course

By Lydienne K

Aug 31, 2020

Very practical.

Thank you

By Alexandru B

Oct 08, 2019

Good practical exercise.

By Isaac H

Jan 21, 2019

Excellent course!

By Ankit G

Dec 22, 2016

Just excellent...

By Jam M

Apr 13, 2017

I learned a lot!

By George K

Apr 28, 2019

Great Course.

By Richard E B

Apr 24, 2018

Excelente !!!


Mar 17, 2018

Very good

By Aneesh B

Mar 27, 2020


By Francisco S

Mar 14, 2017


By Luis E B

Jul 31, 2017