Planning your Client's Wealth over a 5-year Horizon Course
by Coursera
Design a 5-year wealth plan for real client profiles using advanced financial strategies. Capstone project from University of Geneva on Coursera.
Why this course
- Excellent synthesis of prior course knowledge into a practical financial planning exercise
- Realistic client scenarios help build decision-making skills for financial advisory roles
- Encourages critical thinking by requiring strategic adjustments based on economic forecasts
- Capstone format enhances professional credibility and provides tangible project output
