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

4.7429 reviews

About this course

Featured reviews

JN

5.0Reviewed Oct 26, 2016

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

LG

5.0Reviewed Feb 15, 2021

A great manner of explaining the material. Very much recommend it.

JS

5.0Reviewed 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

AA

5.0Reviewed Dec 27, 2019

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

JH

5.0Reviewed Jun 1, 2021

Excellent course for those that want to have more than an approach to finance and investment

IT

5.0Reviewed Mar 10, 2021

Amazing teachers, with great explanation and the UBS speakers definitely brings a touch of what the real financial world will need.

LG

5.0Reviewed 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.

AC

5.0Reviewed Mar 25, 2022

This class is very practical! The whole specialization is very well-planned for beginners! Easy to understand and follow along! Thank you for these great learning materials!

BS

5.0Reviewed Jan 14, 2020

This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.

SK

5.0Reviewed Sep 3, 2017

Excellent practical usage and apply of the specialization material!

DK

4.0Reviewed Mar 10, 2018

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

KS

5.0Reviewed Apr 2, 2017

Great course! This course will give you a preparation of real-life investment planning for clients. If you have a chance, don't missed it.

All reviews

Showing: 20 of 97

M Brian McCarthy
1.0
Reviewed Sep 4, 2018
Alexander Berson
3.0
Reviewed Jan 25, 2019
David Millet
2.0
Reviewed May 24, 2020
Travis Parkinson
1.0
Reviewed Oct 10, 2018
Robert Joseph Zwarich
1.0
Reviewed Nov 5, 2019
Lawrence K. Miller
1.0
Reviewed Jun 11, 2018
Filippo Ceffa
1.0
Reviewed Oct 2, 2020
Bastiaan Bom
1.0
Reviewed Dec 30, 2020
Valeriy K
5.0
Reviewed Nov 9, 2018
Nishant Vashisth
1.0
Reviewed Mar 6, 2023
Veronique Tragett
5.0
Reviewed Jul 7, 2017
Antonio José Molina Gutiérrez
5.0
Reviewed Jul 5, 2017
Valentin Minaev
1.0
Reviewed Dec 24, 2020
Ashot Bychkov
5.0
Reviewed Sep 17, 2020
Angelos Antonatos
5.0
Reviewed Apr 8, 2021
Sachin Pratik Xalxo
5.0
Reviewed Apr 27, 2019
Bill Shelmon
5.0
Reviewed Jan 14, 2020
Patrick Biela
1.0
Reviewed Jan 5, 2022
Marcos Miguel Betancourt Muñoz
5.0
Reviewed Jul 17, 2025
Shafiqul Islam
5.0
Reviewed Mar 14, 2018