This course explores financial planning and investment strategies across the consumer lifecycle. It covers investment theories, cognitive biases, and their impact on financial decisions. You'll analyze case studies to understand wealth building, evaluate financial planning and wealth management strategies, and discuss generational wealth transfer. The course also examines financial strategies for those in their 40s and 50s, considering retirement savings and alternative investments. Finally, it assesses the role of private market and non-traditional investments in early wealth accumulation.
Alternative Investments As We Age: Building Wealth
Alternative Investments As We Age: Building Wealth
Instructor: Dr. Craig Lemoine
Sponsored by Louisiana Workforce Commission
Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
15 hours to complete
3 weeks at 5 hours a week
Flexible schedule
Learn at your own pace
What you'll learn
Understand various investment theories and the impact of cognitive biases on financial decision-making throughout the client lifecycle.
Analyze wealth management strategies, financial planning opportunities, and generational wealth transfer as consumers age.
Evaluate the role and benefits of alternative investments in wealth accumulation and retirement planning, considering health and financial stability.
Details to know
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Assessments
6 assignments
Taught in English
Recently updated!
October 2024
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There are 4 modules in this course
You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module to assess various investment theories throughout the client lifecycle by comparing the long-term financial impacts of saving versus investing. You’ll also examine the influence of cognitive biases, such as anchoring and confirmation bias, on financial decision-making and investment behaviors.
What's included
12 videos5 readings2 assignments1 discussion prompt
This module focuses on analyzing and assessing the financial decisions and investment strategies of case study characters to understand long-term wealth building. You’ll evaluate opportunities for financial planning, wealth management, and generational wealth transfer, and discuss strategies for managing wealth through pre-retirement life stages.
What's included
8 videos3 readings1 assignment
In this module, you will evaluate the effectiveness of different financial strategies for managing wealth in their 40s and 50s, considering factors such as retirement savings, asset allocation, and alternative investments. You’ll also use case studies to analyze the interactions between health and financial decisions to understand how maintaining good health can impact long-term financial stability and retirement planning.
What's included
8 videos2 readings1 assignment
This module examines the utilization of private market and non-traditional investments in institutional accounts and retirement plans. You’ll assess the feasibility and benefits of including alternative investments in building wealth through a case study. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!
What's included
9 videos5 readings2 assignments
Instructor
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