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Enhancing Portfolios with Alternative Investments. Learners will integrate alternative investments, plan finances, manage retirement, and estate assets
Instructor: Dr. Craig Lemoine
Included with 
Recommended experience
Recommended experience
Integrate alternative investments into portfolios to enhance diversification and long-term financial performance.
Apply tax-efficient strategies and navigate regulations to optimize real asset investment outcomes.
Design financial plans for retirement income, estate management, and intergenerational wealth transfer.
Analyze risk and return to adjust portfolios across life stages and meet evolving financial goals.
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April 2025
Understand various investment theories and the impact of cognitive biases on financial decision-making throughout the client lifecycle.
Analyze wealth management strategies, financial planning opportunities, and generational wealth transfer as consumers age.
Evaluate the role and benefits of alternative investments in wealth accumulation and retirement planning, considering health and financial stability.
Learn the basics of asset allocation, investment risks, and returns, and explore various asset classes.
Understand portfolio diversification, risk preferences, and how to construct efficient frontiers.
Discover the role of alternative investments, including farmland, real estate, and cryptocurrency, in enhancing portfolio performance.
Discuss the costs, liquidity preferences, and regulatory constraints associated with alternative investments.
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.
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This specialization consists of six 4-week courses. Each week may take approximately 2 hours.
No, you do not need to take the courses in a specific order.
Although completion of the Coursera Specialization alone is not credit-bearing, each course within the Specialization 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 Specialization can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree. Learn more about the Land, Agriculture and Alternative Investing Certificate.
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