Learner Reviews & Feedback for Planning your Client's Wealth over a 5-year Horizon by University of Geneva
About the Course
Top reviews
LG
Feb 15, 2021
A great manner of explaining the material. Very much recommend it.
JN
Oct 26, 2016
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
76 - 92 of 92 Reviews for Planning your Client's Wealth over a 5-year Horizon
By ANEESH B
•Mar 27, 2020
Good
By Francisco S
•Mar 14, 2017
:)
By Luis E B
•Jul 31, 2017
g
By Russell L M
•Jun 27, 2021
I really benefited from taking this course/specialization. Even if you don't have any experience in Investment Management, the lectures are clear and you learn so much. I do have one suggestion for the capstone project and this was the reason I gave this course four stars vice five. The project assumes learners are very familiar with Excel when some are not. It came as a surprise to me that such emphasis was put on Excel, especially since it was rarely utilized in the previous courses. Anyway, I suggest you somehow provide more warning to learners about this in advance of the capstone. Having said the above, though, I imagine this is one of the better specializations offered and would highly recommend it to all. Finally, I would be remiss if I did not specifically mention Dr. Michel Girardin. What a wonderful instructor and motivator! He clearly loves teaching and had the most effective methodology. I wish he'd teach other courses so that I could take them! Thanks again to everyone.
By Yuhuan Z
•Jan 30, 2020
The course is about teaching you how to compute different ratios of portfolios, asset allocation percentages for clients of different risk profiles. It's quite practical and a good review of past lessons. The main shortage is being too simple and lack of participants.
By Jorge C
•Feb 7, 2022
A good test for all, these exams were the end point to all what we have seen in the Specialization. Now our shooting aim point have improved. Sure some of us will no be rich, but at least make better decisions on investments. Good luck to all.
By Vishal A
•Aug 26, 2020
It was a great learning experience doing this course but the only hiccup I encountered was with excel's formulae which were complicated and unknown to me. But that may be on me rather than the course creators.
By Santiago R R
•Sep 26, 2020
Great course. I wish that the sessions to enter were more often and that the revision system was better. I peer-reviewed assignments from 4 years ago, which was not a good show.
By Deepak K
•Mar 11, 2018
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
By Juan M C
•May 16, 2020
I suggest this course, and the 4 previous ones include: Some bibliography and more exercises
By Njabulo J
•Jun 12, 2022
Great learning experience
By Ronit S
•Jan 31, 2024
Good AND Excellent
By Athuliya V S
•Nov 27, 2017
Good :)
By Enrico L
•Jan 13, 2026
Weakest course of this very good specialization. Nearly every video is taken from the previous courses, with the exception of those introducing the four modules. The meat is the practical aspect, especially when you need to apply a little of the math already seen. It has a role playing aspect, and is a little too tedious with Excel, requiring to repeat formulas in different documents. Actually there is no lock, you can complete all the modules and wait for the peer review which usually arrives in one or two days.
By Desiree L
•Dec 6, 2017
Unfortunately I could only get through half the practical excel exercises. I required more practical examples due to little experience with excel and financial calculations. Overall, I have loved the whole specialisation.
By George
•Apr 6, 2017
It teach us how to run calculation in excel. It does not teach how to do calculations to decide a specific SAA, how to pic stocks, how to make decisions in real life.
By Jesus C
•Jul 29, 2024
I don't understand the wording.