When will I have access to the lectures and assignments?

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

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

Name: Planning your Client's Wealth over a 5-year Horizon
Rating: 4.703016241299304 (431 reviews)

This course is part of Investment Management Specialization

Instructor: Michel Girardin

14,308 already enrolled

Included with

Learn more

4 modules

Gain insight into a topic and learn the fundamentals.

431 reviews

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

93%

Most learners liked this course

4 modules

Gain insight into a topic and learn the fundamentals.

431 reviews

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

93%

Most learners liked this course

Skills you'll gain

Tools you'll learn

Microsoft Excel

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English

91% of learners achieved a positive career outcome

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Investment Management Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this 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.

Module details

What's included

16 videos1 reading1 peer review2 discussion prompts

16 videosTotal 90 minutes

Welcoming video & project overview3 minutes
Client profile - Quick recap - part 111 minutes
Client profile - Quick recap - part 211 minutes
The basic steps in investment2 minutes
Cognitive biases when choosing which assets to look at3 minutes
Cognitive biases when processing financial information5 minutes
Cognitive biases when rebalancing your portfolio5 minutes
Cognitive biases when evaluating performance3 minutes
Wrap-up3 minutes
How our emotions impact our investment decisions5 minutes
Why we trade6 minutes
What can we learn from this?10 minutes
The key things you need to know to define your investment profile - UBS guest speaker4 minutes
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker3 minutes
How our age and wealth affect our investment profile - Main views8 minutes
How our age and wealth affect our investment profile - Robo-advisors9 minutes