Planning your Client's Wealth over a 5-year Horizon
- Offered byCoursera
Planning your Client's Wealth over a 5-year Horizon at Coursera Overview
Planning your Client's Wealth over a 5-year Horizon
at Coursera
Give wings to your career aspirations. Learn skills with one of the best content.
Duration | 13 hours |
Total fee | Free |
Mode of learning | Online |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Planning your Client's Wealth over a 5-year Horizon at Coursera Highlights
Planning your Client's Wealth over a 5-year Horizon
at Coursera
- 100% Online-Start instantly and learn at your own schedule.
- Flexible Schedule- Set and maintain flexible deadlines.
- Offered by University of Geneva
- Course Videos & Readings, Practice Quizzes
Read more
Planning your Client's Wealth over a 5-year Horizon at Coursera Course details
Planning your Client's Wealth over a 5-year Horizon
at Coursera
Skills you will learn
Who should do this course?
- Financial Analysts
- Traders
- Financial Advisors
What are the course deliverables?
- Earn a Certificate that you can share with prospective employers and your professional network.
- Every Specialization includes a hands-on project
- Shareable Specialization and Course Certificates
- Self-Paced Learning Option
- Course Videos & Readings
- Practice Quizzes
- Graded Assignments with Peer Feedback
- Graded Quizzes with Feedback
- Graded Programming Assignments
More 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. 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.
Planning your Client's Wealth over a 5-year Horizon at Coursera Curriculum
Planning your Client's Wealth over a 5-year Horizon
at Coursera
Client Profile
Investment Policy
First Reporting and Rebalancing
Final Reporting
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Planning your Client's Wealth over a 5-year Horizon
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Student Forum
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