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
Planning your Client's Wealth over a 5-year Horizon
This course is part of Investment Management Specialization
Instructor: Michel Girardin
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4.7
(400 reviews)
13 hours to complete
3 weeks at 4 hours a week
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Taught in English
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This course is part of the Investment Management Specialization
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There are 4 modules in this course
What's included
16 videos1 reading1 peer review2 discussion prompts
What's included
13 videos1 peer review3 discussion prompts
What's included
7 videos1 peer review1 discussion prompt
What's included
6 videos1 peer review1 discussion prompt
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4.9 (54 ratings)Offered by
Recommended if you're interested in Finance
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4.7
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Showing 3 of 400
JN
5
Reviewed on Oct 26, 2016
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
LG
5
Reviewed on Dec 13, 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.
AA
5
Reviewed on Dec 27, 2019
Great wrap-up for the concepts and a practical application on them.
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