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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/wealth-planning-capstone
课程评论：没有评论
课程名称：规划您客户的五年财富 概述：在本项目中，您将需要在三个不同的角色中进行选择（每个角色都有独特的财务约束和目标），为他们设计适合的五年财富计划。您需要运用在之前四门课程中获得的知识，以实现该目标。您需掌握如何根据经济前景的变化选择和管理资产（课程1），如何评估并处理角色的情感偏见，以建议他们可以遵循的财富策略（课程2），如何构建最佳投资组合并在制定策略后管理风险（课程3），以及如何充分评估您的计划绩效，同时利用投资工具和未来投资管理行业的趋势来进一步推动角色的目标（课程4）。 本项目与瑞银（UBS）合作设计，该公司在财富规划方面拥有丰富的经验。 课程大纲： - 客户画像 - 投资政策 - 初次报告与再平衡 - 最终报告
Name:Client Profile
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Name:Investment Policy
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Name:First Reporting and Rebalancing
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Name:Final Reporting
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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.
