Principles of Wealth Management
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
The course covers the following subjects:
- Asset Classes
- Time Value of Money
- Market Efficiency
- Risk and Return
- Portfolio Theory
- Market Crashes
- Negative Interest Rates
- The Wealth Management Process
Learning on this course
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.
Learner reviews cannot be loaded due to your cookie settings. Please and refresh the page to view this content.
Learners who joined this course have also enjoyed these courses.