Wealth management 4.17.E.647
Introduction to Wealth Management
Asset classes and investment products
Asset classes and investment products
Investment solutions
Building an investment portfolio
Retirement planning
Planning the transfer of assets
Concentrated wealth management - managing the assets of entrepreneurs.
Tax strategies
Charity work
Fintech solutions for asset management (Roboadvisory)
Supplementary literature
Type of course
Mode
Course coordinators
Learning outcomes
He has a strong knowledge of wealth management in the banking
Assessment criteria
Written credit
Bibliography
Investments: An Introduction by Prof. Dr AP Faure https://bookboon.com/premium/books/investments-an-introduction
Portfolio Theory & Financial Analyses by Robert Alan Hill https://bookboon.com/premium/books/portfolio-theory-financial-analyses
Additional information
Additional information (registration calendar, class conductors, localization and schedules of classes), might be available in the USOSweb system: