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.
Planning your Client's Wealth over a 5-year Horizon
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Planning your Client's Wealth over a 5-year Horizon
This course is part of Investment Management Specialization
Instructor: University of Geneva- Michel Girardin
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13 hours to complete
3 weeks at 4 hours a week
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This course is part of the Investment Management Specialization
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There are 4 modules in this course
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16 videos1 reading1 peer review2 discussion prompts
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13 videos1 peer review3 discussion prompts
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7 videos1 peer review1 discussion prompt
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6 videos1 peer review1 discussion prompt
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