中This course delves into the complexities of retirement planning and estate management. It covers various definitions of retirement and examines the financial risks families and consumers face during this stage. You'll explore both qualitative and quantitative retirement challenges and analyze strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches. The course evaluates alternative investments through different stages of retirement and uses case studies to illustrate diverse strategies. It also focuses on applying and modeling portfolios within a retirement framework, emphasizing income sustainability. Finally, the course covers estate planning fundamentals and strategies for managing land, alternative, and illiquid investments, as well as philanthropic strategies involving these assets.
您将学到什么
Understand the multifaceted aspects of retirement planning, including various definitions and the financial risks involved.
Analyze diverse retirement strategies recommended by wealth managers, such as annuitization, treasury, bucket, and market-driven approaches.
Evaluate alternative investments and model portfolios to ensure income sustainability throughout different stages of retirement.
Explore estate planning fundamentals and philanthropic strategies, particularly when dealing with land, alternative, and illiquid investments.
您将获得的技能
要了解的详细信息
添加到您的领英档案
6 项作业
了解顶级公司的员工如何掌握热门技能
积累特定领域的专业知识
- 向行业专家学习新概念
- 获得对主题或工具的基础理解
- 通过实践项目培养工作相关技能
- 获得可共享的职业证书
该课程共有4个模块
You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module to explore various definitions of retirement and examine the financial risks families and consumers face during this stage. You'll also discern both qualitative and quantitative retirement challenges and analyze common strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches.
涵盖的内容
13个视频4篇阅读材料2个作业1个讨论话题
In this module you'll evaluate alternative investments suitable for different stages of retirement. Through case studies, you'll explore diverse retirement strategies and solutions, gaining insights into how different approaches can address unique financial and personal goals.
涵盖的内容
15个视频2篇阅读材料1个作业
This module, focuses on applying and modeling portfolios within a retirement framework. You'll learn how to structure a diversified portfolio to meet retirement goals and explore methods to ensure a steady income stream throughout retirement.
涵盖的内容
8个视频3篇阅读材料1个作业
This module you'll delve into estate planning fundamentals and strategies for managing land, alternative, and illiquid investments. You'll also explore philanthropic strategies involving these assets, providing insights into legacy building and philanthropy. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!
涵盖的内容
16个视频6篇阅读材料2个作业
获得职业证书
将此证书添加到您的 LinkedIn 个人资料、简历或履历中。在社交媒体和绩效考核中分享。
位教师
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状态：免费试用University of Illinois Urbana-Champaign
状态：免费试用University of Illinois Urbana-Champaign
状态：免费试用University of Illinois Urbana-Champaign
状态：免费试用University of Illinois Urbana-Champaign
人们为什么选择 Coursera 来帮助自己实现职业发展
常见问题
Yes! Although completion of the Coursera course alone is not credit-bearing, it is a required component of a graduate-level Canvas course that can be "stacked" toward advanced credentials such as an academic (transcriptable) graduate certificate or a degree. If you decide to pursue further education, the credits you earn from this course can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree.
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
更多问题
提供助学金，