Planning your Client's Wealth over a 5-year Horizon

Start Date: 07/05/2020

Course Type: Common Course

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About Course

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.

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Course Introduction

Planning your Client's Wealth over a 5-year Horizon In this Capstone you will create a comprehensive Wealth Management Plan covering the following key areas: 1. Your Client's Wealth: Your focus on the financial future of the Client. 2. The Client's Income: Your focus on the financial future of the Client. 3. The Client's Capital: Your focus on the financial future of the Client. 4. The Client's Assets: Your focus on the financial future of the Client. 5. The Client's Liabilities: Your focus on the financial future of the Client. 6. The Client's Finances: Your focus on the financial future of the Client. 7. The Client's Investments: Your focus on the financial future of the Client. You will select an appropriate Management Plan for the Client and will use an Individual Retirement Account (IRA) or traditional 401(k) plan as an example. In the Capstone you will apply your new knowledge by analyzing the Wealth and Income statements for the year and selecting the appropriate Financial Statements for the year. You can complete the Capstone at any time, but you must have completed the Associate's Diploma in Finance or be familiar with the concepts and the I-plan. You can then select an appropriate Client Profile and select Client Liability as a separate calculation from other areas of your Business Plan. In order to receive your Pay As You Go certificate you will need to hit the "Submit" button on the

Course Tag

Investment Management Microsoft Excel Finance Investment

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