About this 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.
Taught by: University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
| Basic Info |
Course 5 of 5 in the
Investment Management Specialization.
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| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
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| Audit | Purchase Course | |
|---|---|---|
| Access to course materials | Available | Available |
| Access to graded materials | Not available | Available |
| Receive a final grade | Not available | Available |
| Earn a shareable Course Certificate | Not available | Available |
I learned a lot!
This was the most challenging of the five courses as there are quite a few statistical principles to grasp along with some fairly lengthy equations for a non-maths type like me. Enjoyed the course and the content along with its delivery. If there is one thing I would suggest is that there was too much repetitive spreadsheet work in the assignments which became a little tedious. Overall, a very good course.
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.
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Excellent way to aproach such an interesenting topic such as investment