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.
Este curso forma parte de Programa Especializado - Gestión de inversiones
ofrecido por
Programa Especializado - Gestión de inversionesUniversidad de GinebraAcerca de este Curso
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Resultados profesionales del estudiante
50%
comenzó una nueva carrera después de completar estos cursos
40%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
20%
consiguió un aumento de sueldo o ascenso
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Curso 5 de 5 en
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Aprox. 15 horas para completar
Inglés (English)
Subtítulos: Inglés (English)
Habilidades que obtendrás
Investment ManagementMicrosoft ExcelFinanceInvestment
Resultados profesionales del estudiante
50%
comenzó una nueva carrera después de completar estos cursos
40%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
20%
consiguió un aumento de sueldo o ascenso
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Curso 5 de 5 en
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Aprox. 15 horas para completar
Inglés (English)
Subtítulos: Inglés (English)
ofrecido por
Universidad de Ginebra
Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.
Programa - Qué aprenderás en este curso
4 horas para completar
Client Profile
4 horas para completar
16 videos (Total 90 minutos), 1 lectura, 1 cuestionario
16 videos
Client profile - Quick recap - part 110m
Client profile - Quick recap - part 210m
The basic steps in investment2m
Cognitive biases when choosing which assets to look at3m
Cognitive biases when processing financial information4m
Cognitive biases when rebalancing your portfolio4m
Cognitive biases when evaluating performance2m
Wrap-up3m
How our emotions impact our investment decisions4m
Why we trade6m
What can we learn from this?9m
The key things you need to know to define your investment profile - UBS guest speaker4m
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2m
How our age and wealth affect our investment profile - Main views8m
How our age and wealth affect our investment profile - Robo-advisors8m
1 lectura
Pick a client!10m
4 horas para completar
Investment Policy
4 horas para completar
13 videos (Total 85 minutos)
13 videos
Risk as volatility?4m
The risk-return trade-off - UBS guest speaker5m
Measuring our risk tolerance5m
Distribution of returns - Graphical representation8m
Distribution of returns - Numbers5m
The impact of correlation - The benefits of diversification5m
The impact of correlation - Maximizing diversification6m
A first example of an anticipation crisis: 1987 - The "Fed Model"9m
A first example of an anticipation crisis: 1987 - The crash8m
A second example of an anticipation crisis - 200010m
Key drivers of tactical asset allocation - Goals8m
Key drivers of tactical asset allocation - Implementation4m
3 horas para completar
First Reporting and Rebalancing
3 horas para completar
7 videos (Total 34 minutos)
7 videos
Risk management applied to portfolio allocation6m
Defining the Value-at-Risk4m
Computing the Value-at-Risk5m
Defining the Expected Shortfall6m
Computing the Expected Shortfall3m
Risk as volatility?4m
4 horas para completar
Final Reporting
4 horas para completar
6 videos (Total 47 minutos)
6 videos
The Sharpe, Treynor and Sortino ratios - Sharpe8m
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8m
Beating the benchmark or the peer group? - Peer group analysis12m
Beating the benchmark or the peer group? - Screening criteria8m
A few concluding words4m
Revisiones
Principales revisiones sobre PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
por HS4 de may. de 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
por AG4 de jul. de 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.
por BS14 de ene. de 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.
por IO30 de oct. de 2016
Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.
Acerca de Programa especializado: Gestión de inversiones
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager.
Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva
Preguntas Frecuentes
When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
What is the refund policy?
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.
Is financial aid available?
Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.
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