Rutgers Classifieds>Rutgers Online Courses>Planning your Client\'s Wealth over a 5-year Horizon

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

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. 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.

Created by: University of Geneva


Related Online Courses

Terraform allows infrastructure to be expressed as code. The desired state is expressed in a simple human-readable language. Terraform uses this language to provide an execution plan of changes,... more
COURSE DESCRIPTION As one of four courses on Curanderismo, the art of Hispanic/Latino traditional medicine, this course focuses specifically on the use of plants in traditional healing. As an... more
This course starts with an introduction to Python programming, covering everything from installation and setup of Python and Anaconda to fundamental concepts such as variables, numeric and logical... more
Course Description: This course, \"Java EE Essentials: Best Practices for Enterprise Solutions,\" provides a deep dive into the principles, patterns, and practices essential for developing robust... more
In this specialization, learners will gain familiarity with the key information sources that constitute the scientific consensus on the human causes of climate change and its associated impacts. We... more

CONTINUE SEARCH

FOLLOW COLLEGE PARENT CENTRAL