Learner Reviews & Feedback for Planning your Client's Wealth over a 5-year Horizon by University of Geneva
About the Course
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 ...
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
51 - 75 of 90 Reviews for Planning your Client's Wealth over a 5-year Horizon
By Dharma K
•Oct 2, 2021
One of the best specialization I have taken on Coursera.
By Alberto V H
•Aug 23, 2021
This capstone has been very useful and funny to complete.
By Igor M
•Sep 4, 2020
Superb learning experience! Extremely useful!
By Vivien W V
•Apr 6, 2022
an excelent course, informative. thanks.
By Deleted A
•Mar 4, 2018
Informative and done with passion
By Konstantin K
•Dec 20, 2019
Great Class, Great Instructors
By Leonardo C d J
•Oct 4, 2020
I found the course excellent!
By Saswato R
•Jan 6, 2017
Wonderfully designed course!
By Jorge A G
•Oct 9, 2016
practical strategic approach
By Dhiraj M
•Jun 26, 2017
Absolutely brilliant course
By Lydienne K
•Aug 31, 2020
Very practical.
Thank you
By Alexandru B
•Oct 8, 2019
Good practical exercise.
By Isaac H
•Jan 21, 2019
Excellent course!
By Ankit G
•Dec 21, 2016
Just excellent...
By Ashish K P
•May 16, 2023
Excellent Course
By Jam M
•Apr 13, 2017
I learned a lot!
By George K
•Apr 28, 2019
Great Course.
By Richard E B
•Apr 23, 2018
Excelente !!!
By David H
•Dec 10, 2024
Enjoyed it
By Wadhah A
•Mar 17, 2018
Very good
By Lucas O
•Nov 29, 2024
Excelent
By Humbert E
•Mar 4, 2022
Perfect
By SAMER N
•Sep 27, 2024
Good
By Kunal G
•Dec 14, 2020
Good
By ANEESH B
•Mar 27, 2020
Good