Back to Planning your Client's Wealth over a 5-year Horizon
University of Geneva

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

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.

Status: Portfolio Management
Status: Investment Management
Course14 hours

Featured reviews

JS

5.0Reviewed 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

AA

5.0Reviewed Dec 28, 2019

Great wrap-up for the concepts and a practical application on them.

AC

5.0Reviewed Mar 26, 2022

This class is very practical! The whole specialization is very well-planned for beginners! Easy to understand and follow along! Thank you for these great learning materials!

DK

4.0Reviewed 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.

SR

4.0Reviewed 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.

JH

5.0Reviewed Jun 2, 2021

Excellent course for those that want to have more than an approach to finance and investment

LG

5.0Reviewed Dec 14, 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.

AG

5.0Reviewed Jul 5, 2017

Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.

CR

5.0Reviewed Feb 5, 2019

Fantastic Capstone!!! Very usefull to consolidate the studies.

SK

5.0Reviewed Sep 4, 2017

Excellent practical usage and apply of the specialization material!

IO

5.0Reviewed Oct 31, 2016

Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.

BS

5.0Reviewed Jan 15, 2020

This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.

All reviews

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M Brian McCarthy
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Reviewed Sep 5, 2018
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