Investment and Portfolio Management Capstone

  • Course StartSelf-paced
  • Course Duration6 weeks
  • Workload2 hours per week
  • Credit OfferedCertificate Available
  • TuitionSubscription

Put your newfound knowledge of investment and portfolio management to the test by advising case study clients in your final capstone project.

Course Description

Part of the Investment and Portfolio Management Specialization.

Put your newfound knowledge to the test by advising case study clients in your final capstone project. Each client will have different investment portfolios and circumstances, requiring you to put the full extent of your lessons into practice.

You will act as simulated Wealth Management advisor, recommending changes in portfolios based on a wide array of challenges and issues faced by your clients.

This capstone project is designed to be flexible and open-ended, allowing you, the advisor, to reach the desired goal in a number of ways, evaluated by multiple-choice questions on one end, and creating written investment plans on the other.

By the end of the project, you will have incorporated concepts from all four courses, including:

  • Multiple Asset Classes
  • Asset Allocation and Risk Management
  • Behavioral Finance
  • Investment Styles and Strategies
  • Financial Market Innovation
  • Current Market Trends

You can only access this Capstone after completing the courses in the Specialization.

Course Trailer

Lecture Samples


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Professor Information

Picture of Arzu Ozoguz

Arzu Ozoguz

Clinical Assistant Professor of Finance Jones School of Business Professor Arzu Ozoguz is a visiting assistant professor from the University of Texas at Dallas. She also served as an assistant professor at University of North Carolina at Chapel Hill from 2008-2010 and at Queen’s University, Queen’s School of Business from 2004-2006. Professor Ozoguz received her BA […]

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