This learner has completed ID verification. Find out more.
Certificate of Achievement
has completed the following course:
Principles of Wealth Management
This online course explored the basic concepts of finance and wealth management, including diversification, risk and return, and market efficiency. The course also covered an introduction to the history of finance, market crashes, and central banks.
7 weeks, 4 hours per week
Dr Niclas Meyer
Hanken School of Economics
Dr Jan Antell
Hanken School of Economics
Transcript
Learning outcomes
- 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
Syllabus
The course covers the following subjects:
- Asset Classes
- Time Value of Money
- Market Efficiency
- Risk and Return
- Diversification
- Portfolio Theory
- Market Crashes
- Negative Interest Rates
- The Wealth Management Process
Issued on 25th December 2020
The person named on this certificate has completed the activities in the transcript above. For more information about Certificates of Achievement and the effort required to become eligible, visit futurelearn.com/proof-of-learning/certificate-of-achievement.
This certificate represents proof of learning. It is not a formal qualification, degree, or part of a degree.