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.
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- 5 stars80.91%
- 4 stars14.24%
- 3 stars2.15%
- 2 stars0.26%
- 1 star2.41%
PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON의 최상위 리뷰
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
Amazing! This course is really good! Easy to follow and very well strutured. Althought, it would be good if sources and platform with info about the assests of hedge funds where provided.
Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.
Amazing teachers, with great explanation and the UBS speakers definitely brings a touch of what the real financial world will need.
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