Embark on a comprehensive journey in wealth planning with the Planning your Client's Wealth over a 5-year Horizon Capstone project. Dive into the world of financial management and learn to craft personalized wealth plans for diverse client profiles over a 5-year horizon.
By successfully completing this project, you'll gain valuable insights and practical skills essential for effective wealth planning in real-world scenarios.
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The Planning your Client's Wealth over a 5-year Horizon Capstone project is divided into four modules that cover client profiles, investment policy, reporting and rebalancing, and final reporting. These modules delve into essential aspects of wealth planning, including cognitive biases, risk management, and performance measurement.
This module focuses on understanding client profiles, cognitive biases, and emotional impacts on investment decisions. You'll learn to choose the right assets and manage them based on economic outlook, and how to address emotional biases and client-specific financial constraints and objectives.
Explore the intricacies of investment policy, risk-return trade-offs, strategic asset allocation, and tactical asset allocation. Gain insights into measuring risk tolerance and the impact of correlation, and develop optimal investment policies tailored to specific client profiles.
This module delves into risk management applied to portfolio allocation, defining and computing Value-at-Risk and Expected Shortfall. You'll learn essential techniques for first reporting and rebalancing that are crucial in effective wealth planning.
Gain a comprehensive understanding of performance measurement, including the Sharpe, Treynor, and Sortino ratios, peer group analysis, and screening criteria. This module focuses on the final reporting of wealth plans and evaluating the effectiveness of the strategies implemented.
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