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Principles of Wealth Management

Course Cover

5

(4)

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Course Features

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Duration

7 weeks

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Delivery Method

Online

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Available on

Lifetime Access

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Accessibility

Mobile, Desktop

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Language

English

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Subtitles

English

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Level

Intermediate

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Effort

4 hours per week

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Teaching Type

Self Paced

Course Description

This fascinating course is based on strong theoretical foundations and teaches you the basics of wealth management and finance - including diversification and risk and return, market efficiency, and how to grow wealth over time. Both traditional finance theories and more recent developments in financial market will be covered. Learn about asset classes like stocks and bonds, as well as financial instruments like derivatives. Learn about the fundamental principles of finance, including compound interest, time value of money and investment risk, as well as modern portfolio theory. You'll also learn about the history and role of central banks in an economy, as well as the dynamics of market crashes and negative interest rates. The Hanken School of Economics was founded in 1909 and is one of the oldest management and business schools in Scandinavia. It has been awarded three international awards which only 1% of business schools worldwide hold: EQUIS (AACSB, AMBA) and EQUIS (Equis). It is a great place to take courses in finance and wealth management, thanks to strong connections to both the academic and private sectors.

The course offers the rare opportunity to learn from Dr Bjrn Waldorfs, who was once a professor at Hanken, and is the Chairman of UPM Kymmene and Sampo Group. Dr Wahlroos, a former Chairman at Hanken and Nordea, Scandinavia's largest bank, has also written three books about finance and economics.

Course Overview

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Alumni Network

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International Faculty

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Post Course Interactions

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Instructor-Moderated Discussions

Skills You Will Gain

Prerequisites/Requirements

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 You Will Learn

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

Target Students

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

Course Instructors

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Björn Wahlroos

Instructor

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.
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Jan Antell

Instructor

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.
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Anh T. Nguyen

Instructor

Doctoral Candidate in Finance at Hanken
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Niclas Meyer

Instructor

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.

Course Reviews

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