Brief Introduction
Introduce yourself to the world of finance and wealth management with this engaging course from the Hanken School of Economics.Course Summary
Learn the fundamental principles of wealth management and gain insights on how to build a successful investment portfolio. This course is designed for individuals who are interested in managing their own wealth or considering a career in wealth management.Key Learning Points
- Understand the principles of wealth management and how to build a successful investment portfolio
- Learn how to manage risk and create a diversified investment portfolio
- Gain insights on the latest trends and best practices in wealth management
Related Topics for further study
Learning Outcomes
- Understand the principles of wealth management
- Create a diversified investment portfolio
- Manage risk in your investment portfolio
Prerequisites or good to have knowledge before taking this course
- Basic knowledge of finance
- Access to a computer and internet
Course Difficulty Level
IntermediateCourse Format
- Online self-paced course
- Video lectures
- Interactive quizzes and assignments
- Peer-to-peer discussions
Similar Courses
- Introduction to Personal Financial Planning
- Investment Management
Related Education Paths
Related Books
Requirements
- 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.
Knowledge
- Asset ClassesTime Value of MoneyMarket EfficiencyRisk and ReturnDiversificationPortfolio TheoryMarket CrashesNegative Interest RatesThe Wealth Management Process
Summary of User Reviews
This course on principles of wealth management has received positive reviews from users. Many users appreciated the course content and the interactive nature of the classes.Key Aspect Users Liked About This Course
The course content was considered to be comprehensive and informative.Pros from User Reviews
- Interactive classes with engaging teachers.
- Provides practical knowledge on managing finances.
- Flexible schedule with the option to study at your own pace.
- Good value for money compared to other courses.
Cons from User Reviews
- The course may be too basic for those with prior knowledge of finance.
- Some users felt that the course lacked depth in certain areas.
- The discussion forums can be overwhelming with a large number of participants.
- The course may not be suitable for those looking for advanced financial planning strategies.
Wealth Management & Family Office
- 3.1
-
![]()
![]()
![]()
![]()
![]()
The complete course Participants will leave with a better understanding of UHNW family dynamics and modern frameworks for family interactions. return targets....
Marketing Management & Online Business: The Complete Course
- 3.9
-
![]()
![]()
![]()
![]()
![]()
Learn How to Launch a Business Without Spending a Dime & Everything You Must Know To Succeed in Business Management Mega Launch Overview...
The Ultimate Guide to Logic Pro X Instrument Plugins & VSTs
- 4.7
-
![]()
![]()
![]()
![]()
![]()
Understand & master all of LPX instrument plugins and build any sound you want into your music production & sound design...
Human Resources Management Capstone: HR for People Managers
- 4.8
-
![]()
![]()
![]()
![]()
![]()
The capstone project provides learners with the opportunity to apply these key principles and practices to a real-world workplace (including a learner's own workplace if desired)....
