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⇱ Alternative Investments As We Age: Building Wealth | Coursera

Alternative Investments As We Age: Building Wealth

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Alternative Investments As We Age: Building Wealth

This course is part of multiple programs.

Included with

Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • 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.

Details to know

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Assessments

6 assignments

Taught in English

Build your subject-matter expertise

This course is available as part of
When you enroll in this course, you'll also be asked to select a specific program.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

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.

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 assess various investment theories throughout the client lifecycle by comparing the long-term financial impacts of saving versus investing. You’ll also examine the influence of cognitive biases, such as anchoring and confirmation bias, on financial decision-making and investment behaviors.

What's included

12 videos5 readings2 assignments1 discussion prompt

12 videos•Total 55 minutes
  • Course Overview•3 minutes
  • Meet Your Instructor | Craig Lemoine•2 minutes
  • Meet Your Instructor | Ailie Elmore•2 minutes
  • Module 1 | Overview •1 minute
  • Understanding Economic Theories•14 minutes
  • What is the Purpose of Investing?•4 minutes
  • Heuristics and Investment Management•6 minutes
  • Money Stories and Money Scripts•6 minutes
  • Cognitive Biases and Investor Preferences•8 minutes
  • Shift to Behavioral Finance Featuring Matt Goren•6 minutes
  • Behavior Featuring Jamie Hopkins•1 minute
  • Module 1 | Wrap-up•1 minute
5 readings•Total 90 minutes
  • Syllabus•10 minutes
  • Learn More About Flexible Pathways•10 minutes
  • Updating Your Profile•10 minutes
  • The Impact of Cognitive Biases on Professionals’ Decision-Making•30 minutes
  • Life-Cycle Investing•30 minutes
2 assignments•Total 90 minutes
  • Orientation Quiz•30 minutes
  • Module 1 | Knowledge Check•60 minutes
1 discussion prompt•Total 10 minutes
  • Getting to Know Your Classmates•10 minutes

This module focuses on analyzing and assessing the financial decisions and investment strategies of case study characters to understand long-term wealth building. You’ll evaluate opportunities for financial planning, wealth management, and generational wealth transfer, and discuss strategies for managing wealth through pre-retirement life stages.

What's included

8 videos3 readings1 assignment

8 videos•Total 46 minutes
  • Module 2 | Overview •1 minute
  • Building Wealth in your 20s: Starting your financial life•10 minutes
  • Presley’s Inheritance: Corn, Llamas, and Choices•9 minutes
  • Building Wealth in your 30s: Finding your why •11 minutes
  • Sam's Investment Quest: Shire to Solar•8 minutes
  • How do you start off, building wealth Featuring Jamie Hopkins•4 minutes
  • Fractional ownership in farmland Featuring Carter Malloy•3 minutes
  • Module 2 | Wrap-Up•1 minute
3 readings•Total 50 minutes
  • Learners Guide: Presley’s Inheritance: Corn, Llamas, and Choices•10 minutes
  • Learners Guide: Sam's Investment Quest: Shire to Solar•10 minutes
  • Investment Intention and Decision Making•30 minutes
1 assignment•Total 60 minutes
  • Module 2 | Knowledge Check•60 minutes

In this module, you will evaluate the effectiveness of different financial strategies for managing wealth in their 40s and 50s, considering factors such as retirement savings, asset allocation, and alternative investments. You’ll also use case studies to analyze the interactions between health and financial decisions to understand how maintaining good health can impact long-term financial stability and retirement planning.

What's included

8 videos2 readings1 assignment

8 videos•Total 47 minutes
  • Module 3 | Overview •1 minute
  • Working with Wealth in your 40s•7 minutes
  • Risk analysis tools•5 minutes
  • A story of three portfolios•8 minutes
  • Financial Health in your 50s: Portfolios Maturing•8 minutes
  • Diving deep into correlations•8 minutes
  • Michelle’s Real Estate Dilemma: Cash or Continuity?•10 minutes
  • Module 3 | Wrap-up•1 minute
2 readings•Total 40 minutes
  • Learners Guide: Michelle’s Real Estate Dilemma: Cash or Continuity?•10 minutes
  • Financial Well-Being in the United States•30 minutes
1 assignment•Total 60 minutes
  • Module 3 | Knowledge Check•60 minutes

This module examines the utilization of private market and non-traditional investments in institutional accounts and retirement plans. You’ll assess the feasibility and benefits of including alternative investments in building wealth through a case study. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

What's included

10 videos5 readings2 assignments

10 videos•Total 35 minutes
  • Module 4 | Overview •1 minute
  • Rental Properties with Model Wealth Featuring Randy Bruns & Alex Offerman•6 minutes
  • Social Media, Influencers, Investing and Real Estate Featuring Jamie Hopkins•7 minutes
  • Creating an income plan from art and collectibles Featuring Randy Bruns & Alex Offerman•6 minutes
  • Farmland Philanthropy: Income via Trusts, Flips, and Estates Featuring Justin Seno•5 minutes
  • Water as an asset class Featuring Brett Bovee•3 minutes
  • Gifting over the lifecycle: Crypto Featuring Jennifer Lehman•3 minutes
  • Module 4 | Wrap-up•1 minute
  • Course Wrap-up•1 minute
  • Graduate-Level Learning: Deepening Your Expertise•2 minutes
5 readings•Total 90 minutes
  • Alternative Investment Funds•30 minutes
  • The Persistence of Cognitive Biases in Financial Decisions•30 minutes
  • Congratulations!•10 minutes
  • Stack Your Course Certificate toward Graduate Coursework•10 minutes
  • Getting Your Course Certificate•10 minutes
2 assignments•Total 240 minutes
  • Module 4 | Knowledge Check•60 minutes
  • Final Assessment•180 minutes

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Instructor

University of Illinois Urbana-Champaign
13 Courses•11,520 learners

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Frequently asked questions

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.

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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.

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