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
12,868 vistas recientes
Resultados profesionales del estudiante
43%
comenzó una nueva carrera después de completar estos cursos
36%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
17%
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. 13 horas para completar
Inglés (English)
Subtítulos: Árabe (Arabic), Francés (French), Portugués (europeo), Chino (simplificado), Italiano, Vietnamita, Coreano, Alemán (German), Ruso (Russian), Turco (Turkish), Inglés (English), Español (Spanish)
Habilidades que obtendrás
Investment ManagementMicrosoft ExcelFinanceInvestment
Resultados profesionales del estudiante
43%
comenzó una nueva carrera después de completar estos cursos
36%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
17%
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. 13 horas para completar
Inglés (English)
Subtítulos: Árabe (Arabic), Francés (French), Portugués (europeo), Chino (simplificado), Italiano, Vietnamita, Coreano, Alemán (German), Ruso (Russian), Turco (Turkish), Inglés (English), Español (Spanish)
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
3 horas para completar
Client Profile
3 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
3 horas para completar
Investment Policy
3 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
Reseñas
Principales reseñas 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 LG13 de dic. de 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.
por SR25 de sep. de 2020
Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.
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.
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.
Preguntas Frecuentes
¿Cuándo podré acceder a las lecciones y tareas?
¿Qué recibiré si me suscribo a este Programa especializado?
Is financial aid available?
¿Recibiré crédito universitario por completar el Curso?
¿Tienes más preguntas? Visita el Centro de Ayuda al Alumno.
