In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a data set designed by Wharton Research Data Services (WRDS), you will implement quantitative models in spreadsheets to identify the best opportunities for success and minimizing risk. Using your newly acquired decision-making skills, you will structure a decision and present this course of action in a professional quality PowerPoint presentation which includes both data and data analysis from your quantitative models.
This course is part of the Business and Financial Modeling Specialization
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About this Course
Skills you will gain
- Summary Statistics
- Financial Modeling
- Diversification (Finance)
- Investment
Offered by
Syllabus - What you will learn from this course
Getting Started
Steps 1 and 2: Yahoo Finance
Step 3: Creating an optimal risky portfolio on the efficient frontier
Step 4: Optional exercise using CAPM tables
Reviews
- 5 stars77.63%
- 4 stars12.06%
- 3 stars5.70%
- 2 stars1.53%
- 1 star3.07%
TOP REVIEWS FROM WHARTON BUSINESS AND FINANCIAL MODELING CAPSTONE
The greatest course in this specialization. However, it also takes time to learn and self-learn.
It is a well drafted course that helps in enhancing the knowledge of financial modeling and also prepare in tackling important financial decisions.
Really a great set of courses to understand and apply models to many different scenarios. I was able to use the skills I learned right away in my profession. Would definitely recommend.
Good course that helps understand different considerations to take into account when creating models. Well laid out Capstone project to help understand portfolio diversification and Optimal Portfolio.
About the Business and Financial Modeling Specialization

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