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Planning your Client's Wealth over a 5-year Horizon, Certificate

Planning your Client's Wealth over a 5-year Horizon, Certificate

  • Application Deadline
  • 1 month
    Duration

About

In this Planning your Client's Wealth over a 5-year Horizon Course offered by Coursera in partnership with University of Geneva, 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.

Detailed Programme Facts

Programme Structure

Course Structure:
  • Client Profile
  • Investment Policy
  • First Reporting and Rebalancing
  • Final Reporting

English Language Requirements

This programme requires students to demonstrate proficiency in English.

Tuition Fee

  • International Applies to you

    49 USD/module
    Tuition Fee
    Based on the original amount of 49 USD per module and a duration of 1 months.
  • National Applies to you

    49 USD/module
    Tuition Fee
    Based on the original amount of 49 USD per module and a duration of 1 months.
We've labeled the tuition fee that applies to you because we think you are from and prefer over other currencies.
  • $49 per month to continue learning
  • Go as fast as you can - the faster you go, the more you save.

Funding

Check the programme website for information about funding options.

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