Principles of Wealth Management

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Level

Beginner

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Paid

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Paid

Last updated on December 4, 2024 7:46 pm

Introduce yourself to the world of finance and wealth management with this engaging course from the Hanken School of Economics.

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Who is the course for?

This prestigious course is designed for both Bachelors and Masters students interested in learning about basic and more advanced topics in the finance and wealth management fields.

It will also be useful for professional practitioners working within the wealth management industry.

To fully understand all content within this course, a mathematical knowledge of upper secondary level is required. However, learners without this level of mathematical knowledge will still find the course useful, but may not be able to engage with the mathematical rationale behind all theories.

What will you achieve?

By the end of the course, you‘ll be able to…

Identify asset classes and instruments.

Calculate time value of money and compounding return.

Reflect on the meaning of market efficiency for financial markets.

Demonstrate knowledge on fundamentals aspects in finance such as Risk and Return, as well as Diversification.

Explore the basics principles of Portfolio Theory.

Assess the concepts of finance as integral parts of the wealth management process

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    Principles of Wealth Management
    Principles of Wealth Management
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