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Learner Reviews & Feedback for Wharton Business and Financial Modeling Capstone by University of Pennsylvania

425 ratings
73 reviews

About the Course

In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a data set designed by Wharton Research Data Services (WRDS), you will implement quantitative models in spreadsheets to identify the best opportunities for success and minimizing risk. Using your newly acquired decision-making skills, you will structure a decision and present this course of action in a professional quality PowerPoint presentation which includes both data and data analysis from your quantitative models. Wharton Research Data Services (WRDS) is the leading data research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, ESG, Finance, Insurance, Marketing, and Statistics....

Top reviews

Nov 1, 2017

Good course that helps understand different considerations to take into account when creating models. Well laid out Capstone project to help understand portfolio diversification and Optimal Portfolio.

Sep 25, 2016

Really a great set of courses to understand and apply models to many different scenarios. I was able to use the skills I learned right away in my profession. Would definitely recommend.

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26 - 50 of 71 Reviews for Wharton Business and Financial Modeling Capstone

By Steve S

Jan 7, 2021

A clear and comprehensive course on business and financial modeling, taught by experts in the field. This was a well-paced course emphasizing practical skills and helpful concepts.

By Zacharias L

Aug 7, 2017

Great lesson of managing a portfolio. Sufficient education of good risk management techniques. The process was very intuitive and much of fun. Again I feel great to have taken it.

By Marco K

Apr 30, 2020

Teachers have done an excellent job in explanations. I would recommend this course to many.

Sometimes the exercises require very precise answering which is quite frustrating.

By Galib H K

Nov 7, 2017

This was a great opportunity to get practical experience about calculating the optimal risky portfolio as well as understanding the importance of Portfolio Diversification.

By Sutej

Sep 20, 2016

This context of this capstone was great. I was able to learn about finance and apply the tools that I learned in preceding courses to complete this project successfully.

By Anas b M

Apr 9, 2021

It is a well drafted course that helps in enhancing the knowledge of financial modeling and also prepare in tackling important financial decisions.

By Pingchuan M

Sep 19, 2017

Much higher quality than the previous courses in this specialization.

Involve a lot of new knowledge which is not contained in previous lectures.

By Michael M

Oct 15, 2018

This course is a great way to get working knowledge of financial models and efficient frontier portfolio investing. Highly recommended!

By Jeremy W

Apr 24, 2021

Great to work freely on a project, it was a lot of fun. It helped tremendously expanding my knowledge of Finance and Business analysis.

By Jose J E F

Jan 13, 2017

Excellent capstone to review and put in practice all the learned in the past courses. Excellent course to be a invesment manager.

By Sebastiano T

Apr 24, 2020

Great experience and learning outcome. Could put in practice the objectives learnt during the other courses. Highly recommended.

By Varghese J

Aug 4, 2019

Outstanding and you get to apply everything you learn from all previous courses and apply it here to the capstone.

By Chen C C

Feb 6, 2020

The greatest course in this specialization. However, it also takes time to learn and self-learn.

By Deshmukh P G

Oct 12, 2018

A course that tests your complete understanding of all the courses in the specialization.

By Linh P

Sep 8, 2016

Go to core points in Financial Modeling and great knowledge to apply into reality.


Mar 5, 2019

This is a very helpful course which help me apply what I learnt into practice.

By Yash L

Jun 13, 2019

Excellent course, great learnings. Applicable to real life practice.

By Zhongyuan Z

Mar 15, 2019

This is much more challenging than the previous courses!

By Alain G

Jul 24, 2018

I learned how to asses and analyze investment portfolios

By Archna G

Apr 20, 2020

The project helped in improving the concepts

By Ever Z

May 16, 2020

Fantastic course! Strongly recommended

By Herson N M

Sep 4, 2016

Greate Course so Far, A lot Fininance.

By Abhinav S U

Feb 6, 2020

good for practice and quick revision

By Alessandro L

Dec 6, 2018

best course in the specialization

By Kudakwashe M

Feb 27, 2019

Enjoyed the course thoroughly