University of Illinois Urbana-Champaign

Alternative Investments As We Age: Building Wealth

University of Illinois Urbana-Champaign

Alternative Investments As We Age: Building Wealth

This course is part of multiple programs.

Dr. Craig Lemoine

Instructor: Dr. Craig Lemoine

Access provided by ExxonMobil

Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Understand various investment theories and the impact of cognitive biases on financial decision-making throughout the client lifecycle.

  • Analyze wealth management strategies, financial planning opportunities, and generational wealth transfer as consumers age.

  • Evaluate the role and benefits of alternative investments in wealth accumulation and retirement planning, considering health and financial stability.

Details to know

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Assessments

6 assignments

Taught in English

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There are 4 modules in this course

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module to assess various investment theories throughout the client lifecycle by comparing the long-term financial impacts of saving versus investing. You’ll also examine the influence of cognitive biases, such as anchoring and confirmation bias, on financial decision-making and investment behaviors.

What's included

12 videos5 readings2 assignments1 discussion prompt

This module focuses on analyzing and assessing the financial decisions and investment strategies of case study characters to understand long-term wealth building. You’ll evaluate opportunities for financial planning, wealth management, and generational wealth transfer, and discuss strategies for managing wealth through pre-retirement life stages.

What's included

8 videos3 readings1 assignment

In this module, you will evaluate the effectiveness of different financial strategies for managing wealth in their 40s and 50s, considering factors such as retirement savings, asset allocation, and alternative investments. You’ll also use case studies to analyze the interactions between health and financial decisions to understand how maintaining good health can impact long-term financial stability and retirement planning.

What's included

8 videos2 readings1 assignment

This module examines the utilization of private market and non-traditional investments in institutional accounts and retirement plans. You’ll assess the feasibility and benefits of including alternative investments in building wealth through a case study. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

What's included

10 videos5 readings2 assignments

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Instructor

Dr. Craig Lemoine
University of Illinois Urbana-Champaign
13 Courses10,087 learners

Offered by

University of Illinois Urbana-Champaign

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