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Principles of Wealth Management

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

11,550 enrolled on this course

Principles of Wealth Management
  • Duration

    7 weeks
  • Weekly study

    4 hours
  • 100% online

    Learn at your own paceHow it works
  • Unlimited

    $15.83/monthLearn more

Learn the skills you need to grow and manage wealth over time

Relying on a strong theoretical background, this fascinating course educates you in the basic concepts of finance and wealth management - including diversification, risk and return and market efficiency - and how to grow and manage wealth over time.

Identify asset classes, understand the power of compound interest and the importance of time value of money

You’ll cover traditional theories in finance as well as more recent developments in financial markets. Learn about asset classes such as stocks and bonds and about financial instruments such as derivatives. Explore overarching principles of finance such as compound interest, the time value of money, investment risk and modern portfolio theory.

In addition, you’ll get an introduction to the history of finance, the dynamics of market crashes, negative interest rates and the role of central banks within an economy.

Study with the prestigious Hanken School of Economics

Founded in 1909, the Hanken School of Economics is one of the oldest business and management schools in the Nordic countries and is the recipient of three international awards, which roughly only 1% of all business schools in the world hold: EQUIS, AACSB and AMBA.

With strong ties to the academic world and private sector, it’s a fantastic place to join courses on both finance and wealth management.

Additionally, the course also offers you the unique opportunity to gain insight from Dr. Björn Wahlroos, a one-time professor at Hanken and the Chairman of the Board of Sampo Group and UPM Kymmene.

Dr. Wahlroos is also a former Chairman of Hanken and of Nordea, the largest bank in Scandinavia, and has written three books on economics and finance

What topics will you cover?

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

When would you like to start?

Start straight away and learn at your own pace. If the course hasn’t started yet you’ll see the future date listed below.

  • Available now

Learning on this course

You can take this self-guided course and learn at your own pace. On every step of the course you can meet other learners, share your ideas and join in with active discussions in the comments.

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

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 software or tools do you need?

The course features mathematical formulae. If you are using a screen reader, you may need one that is able to read this.

Who will you learn with?

A former professor who went over to the dark side. Now with 35 years of experience of the financial industry; as an investment banker, CEO and Chairman of three of the biggest companies on the HSE.

Niclas Meyer is an assistant professor at Hanken School of Economics. He has a background in financial economics and mathematics, and holds a doctoral degree in finance from Hanken.

Jan Antell is associate professor in Finance at Hanken School of Economics. He has a background in finance and economics, and specialises in finance, wealth management, and quantitative finance.

Doctoral Candidate in Finance at Hanken

Worked as a Finance manager at the world largest elevator firm, best performing equity fund in Europe and an entrepreneur

Two MSc in Finance and CEMS MiM at Aalto

Who developed the course?

Hanken School of Economics

Hanken is a triple crown accredited Finnish university with long experience in education and research in business. Located in Helsinki and Vaasa, Hanken has 2,500 students from all around the world.

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Buy Unlimited to access this course and hundreds of other short courses for a year or Upgrade just this course for extra benefits. Or, join with basic access.

Unlimited

$15.83/month

Billed at $189.99 for a year

Endless possibilities!

  • Access to this course
  • Access to ALL eligible short courses with additional benefits, for a year
  • Discuss your learning in comments
  • Tests to boost your learning
  • Digital certificate when you're eligible

Upgrade this course

$74

Unlock your expertise

  • All of the above* for this course only, plus a printed certificate when you’re eligible

*Excludes access to all eligible short courses with additional benefits for a year

Basic access

Free

Try before you buy

  • Limited access to course content for 9 weeks

Find out more about certificates, Upgrades or Unlimited.

Sale price available until 6 December 2021 at 23:59 (UTC). T&Cs apply.

Find out more about certificates, Upgrades or Unlimited.

Sale price available until 6 December 2021 at 23:59 (UTC). T&Cs apply.

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  • Stay motivated by using the Progress page to keep track of your step completion and assessment scores

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  • Complete 90% of course steps and all of the assessments to earn your certificate

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