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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 by University of Geneva

4.7
stars
405 ratings

About the 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....

Top reviews

HS

May 5, 2019

Great course and specialization, thanks to UNIGE, UBS and 糖心vlog官网观看 for designing it so well and providing this high quality knowledge and tools for online users interested in this very niche topic

JS

Aug 1, 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

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51 - 75 of 90 Reviews for Planning your Client's Wealth over a 5-year Horizon

By Dharma K

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Oct 3, 2021

One of the best specialization I have taken on 糖心vlog官网观看.

By Alberto V H

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Aug 23, 2021

This capstone has been very useful and funny to complete.

By Igor M

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Sep 5, 2020

Superb learning experience! Extremely useful!

By Vivien W V

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Apr 7, 2022

an excelent course, informative. thanks.

By Deleted A

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Mar 5, 2018

Informative and done with passion

By Konstantin K

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Dec 21, 2019

Great Class, Great Instructors

By Leonardo C d J

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Oct 5, 2020

I found the course excellent!

By Saswato R

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Jan 7, 2017

Wonderfully designed course!

By Jorge A G

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Oct 9, 2016

practical strategic approach

By Dhiraj M

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Jun 26, 2017

Absolutely brilliant course

By Lydienne K

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Sep 1, 2020

Very practical.

Thank you

By Alexandru B

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Oct 9, 2019

Good practical exercise.

By Isaac H

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Jan 21, 2019

Excellent course!

By Ankit G

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Dec 22, 2016

Just excellent...

By Ashish K P

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May 16, 2023

Excellent Course

By Jam M

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Apr 13, 2017

I learned a lot!

By George K

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Apr 29, 2019

Great Course.

By Richard E B

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Apr 24, 2018

Excelente !!!

By David H

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Dec 10, 2024

Enjoyed it

By Wadhah A

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Mar 17, 2018

Very good

By Lucas O

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Nov 30, 2024

Excelent

By Humbert E

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Mar 4, 2022

Perfect

By SAMER N

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Sep 27, 2024

Good

By Kunal G

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Dec 14, 2020

Good

By ANEESH B

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Mar 27, 2020

Good