About This Specialization

In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor’s goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager.

Beginner Specialization.
No prior experience required.

COURSE 1
Understanding Financial Markets

About the Course

In this course, you will learn what the main financial markets and their characteristics are as well as how they are linked to the economy.

Our very diversified team of experts will start by teaching you how the price of stocks and bonds are comp

COURSE 2
Meeting Investors’ Goals

About the Course

In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level.

You will first explore the different biases that we, as hum

 

COURSE 3
Portfolio and Risk Management

About the Course

In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios.

You will start by

COURSE 4
Securing Investment Returns in the Long Run

About the Course

In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are.

You will first lea

 

COURSE 5
Planning your Client’s Wealth over a 5-year Horizon

About the Capstone Project

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

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