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.
About this Course
Skills you will gain
- 5 stars80.96%
- 4 stars14.20%
- 3 stars2.14%
- 2 stars0.26%
- 1 star2.41%
TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
Amazing teachers, with great explanation and the UBS speakers definitely brings a touch of what the real financial world will need.
This class is very practical! The whole specialization is very well-planned for beginners! Easy to understand and follow along! Thank you for these great learning materials!
Excellent course for those that want to have more than an approach to finance and investment
About the Investment Management Specialization
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