Overview

This specialization covers the integration of alternative investments into diversified portfolios, strategic financial planning across lifecycles, and managing retirement and estate assets. Learners will gain hands-on experience through case studies and modeling exercises, enhancing their ability to build and manage investment portfolios. Gain access to exclusive interviews with industry experts providing real-world insights and expertise.

Syllabus

Course 1: Alternative Investments As We Age: Building Wealth
Course 2: Alternative Investments as We Age: Dive into Your Portfolio
Course 3: Alternatives as We Age: Retirement and Legacy Planning

Courses

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15 hours 12 minutes
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This course explores financial planning and investment strategies across the consumer lifecycle. It covers investment theories, cognitive biases, and their impact on financial decisions. You'll analyze case studies to understand wealth building, evaluate financial planning and wealth management strategies, and discuss generational wealth transfer. The course also examines financial strategies for those in their 40s and 50s, considering retirement savings and alternative investments. Finally, it assesses the role of private market and non-traditional investments in early wealth accumulation. This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.
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9 hours 37 minutes
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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. This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.
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9 hours 54 minutes
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This course delves into the world of alternative investments, focusing on how they can be integrated into portfolios as we age. It covers the fundamentals of asset allocation, investment risks, and returns, and explores the dynamics of portfolio diversification. You'll learn about various alternative investments, including farmland, real estate, and cryptocurrency, and understand their role in enhancing portfolio performance. The course also addresses the complexities and considerations of investing in alternatives, such as costs, liquidity, and regulatory constraints. Through practical case studies and modeling exercises, you'll gain hands-on experience in building and managing a diversified investment portfolio. This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture, and Alternative Investing," which can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.