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Learner Reviews & Feedback for Planning your Client's Wealth over a 5-year Horizon by University of Geneva

4.7
stars
397 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 4, 2019

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

JS

Jul 31, 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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76 - 88 of 88 Reviews for Planning your Client's Wealth over a 5-year Horizon

By Russell L M

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Jun 27, 2021

I really benefited from taking this course/specialization. Even if you don't have any experience in Investment Management, the lectures are clear and you learn so much. I do have one suggestion for the capstone project and this was the reason I gave this course four stars vice five. The project assumes learners are very familiar with Excel when some are not. It came as a surprise to me that such emphasis was put on Excel, especially since it was rarely utilized in the previous courses. Anyway, I suggest you somehow provide more warning to learners about this in advance of the capstone. Having said the above, though, I imagine this is one of the better specializations offered and would highly recommend it to all. Finally, I would be remiss if I did not specifically mention Dr. Michel Girardin. What a wonderful instructor and motivator! He clearly loves teaching and had the most effective methodology. I wish he'd teach other courses so that I could take them! Thanks again to everyone.

By Yuhuan Z

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Jan 30, 2020

The course is about teaching you how to compute different ratios of portfolios, asset allocation percentages for clients of different risk profiles. It's quite practical and a good review of past lessons. The main shortage is being too simple and lack of participants.

By Jorge C

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Feb 7, 2022

A good test for all, these exams were the end point to all what we have seen in the Specialization. Now our shooting aim point have improved. Sure some of us will no be rich, but at least make better decisions on investments. Good luck to all.

By Vishal A

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Aug 26, 2020

It was a great learning experience doing this course but the only hiccup I encountered was with excel's formulae which were complicated and unknown to me. But that may be on me rather than the course creators.

By Santiago R R

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Sep 26, 2020

Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.

By Deepak K

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Mar 11, 2018

While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.

By Juan M C

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May 16, 2020

I suggest this course, and the 4 previous ones include: Some bibliography and more exercises

By Njabulo J

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Jun 12, 2022

Great learning experience

By Ronit S

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Jan 31, 2024

Good AND Excellent

By Athuliya V S

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Nov 27, 2017

Good :)

By Desiree L

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Dec 6, 2017

Unfortunately I could only get through half the practical excel exercises. I required more practical examples due to little experience with excel and financial calculations. Overall, I have loved the whole specialisation.

By George

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Apr 6, 2017

It teach us how to run calculation in excel. It does not teach how to do calculations to decide a specific SAA, how to pic stocks, how to make decisions in real life.

By Jesus C

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Jul 29, 2024

I don't understand the wording.