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

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

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Course Highlights

  • 4 Modules & Sub-modules

  • 20 Hours of E-learning content, tests etc

  • 100% Online-Start instantly and learn at your own schedule.

  • Flexible Schedule- Set and maintain flexible deadlines.

  • Offered by University of Geneva

  • Course Videos & Readings, Practice Quizzes

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7 Day Exchange Policy

Mode of learning: Online self study

Course Overview

Who should do this course ?
  • Financial Analysts

  • Traders

  • Financial Advisors

What are the course deliverables ?
  • Earn a Certificate that you can share with prospective employers and your professional network.

  • Every Specialization includes a hands-on project

  • Shareable Specialization and Course Certificates

  • Self-Paced Learning Option

  • Course Videos & Readings

  • Practice Quizzes

  • Graded Assignments with Peer Feedback

  • Graded Quizzes with Feedback

  • Graded Programming Assignments

More about 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. 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.

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