Planning your Client's Wealth over a 5-year Horizon
Master wealth planning strategies with practical case studies. Learn investment management, risk assessment, and portfolio optimization.
Master wealth planning strategies with practical case studies. Learn investment management, risk assessment, and portfolio optimization.
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Investment Management Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
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English
پښتو, বাংলা, اردو, 4 more
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What you'll learn
Design customized wealth management plans for diverse client profiles
Analyze and manage client emotional biases in investment decisions
Create and optimize investment portfolios based on client goals
Implement risk management strategies and performance measurement techniques
Develop practical financial planning solutions over a 5-year horizon
Skills you'll gain
This course includes:
4.2 Hours PreRecorded video
4 peer reviews
Access on Mobile, Tablet, Desktop
FullTime access
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There are 4 modules in this course
This comprehensive capstone project, developed in collaboration with UBS, focuses on practical wealth planning over a 5-year horizon. Students choose between three different client profiles, each with unique financial constraints and objectives. The course integrates knowledge from previous modules, covering asset selection, emotional bias management, portfolio optimization, risk management, and performance measurement. Through hands-on assignments and real-world scenarios, students learn to design and implement comprehensive wealth management strategies.
Client Profile
Module 1 · 2 Hours to complete
Investment Policy
Module 2 · 2 Hours to complete
First Reporting and Rebalancing
Module 3 · 3 Hours to complete
Final Reporting
Module 4 · 3 Hours to complete
Instructor
Visiting Professor in Macro-finance - Project Leader for the "Investment Management" specialization
Michel Girardin is a distinguished Visiting Professor in Macro-Finance at the University of Geneva, where he also leads the "Investment Management" specialization. With a PhD in Economics from the University of Lausanne and a Master of Science in Economics from the London School of Economics, he brings over 20 years of experience as a Chief Economist and Chief Investment Officer in the Swiss private banking sector. His expertise lies in international macroeconomics and asset allocation, making him a prominent figure in financial education and research.In his academic role, Professor Girardin teaches courses such as "Meeting Investors' Goals," "Portfolio and Risk Management," and "Understanding Financial Markets." His practical insights into investment strategies are informed by his extensive background in managing equity and bond funds, as well as hedge funds. Additionally, he has authored numerous publications on macroeconomic trends and investment strategies. As a board member of the International Center for Monetary and Banking Studies in Geneva, Michel continues to influence both academic and professional spheres, equipping students with the knowledge needed to navigate complex financial landscapes effectively. Through his commitment to education and research, he plays a vital role in shaping future leaders in finance.
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Frequently asked questions
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