Principles of Wealth Management
About Course
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
Course Content
Week 1: Why Do We Need Financial Theory?- Introduction
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1.1 Wealth management – an introduction
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1.2 Introduction to the course and the educators
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1.3 Introduction to the course(video)
00:00 -
1.4 Presenting Dr Björn Wahlroos
00:00
Week 1: On the foundations of finance
Week 1: Asset classes
Week 1: Financial instruments
Week 1: Summary of Week 1
Week 2: Basic Concepts in Finance-Introduction
Week 2: Basic concepts in finance
Week 2: Time value of money
Week 2: Compound return
Week 2: Valuation of stocks and bonds
Week 2: Summary of Week 2
Week 3: Risk and Return-Introduction
Week 3: Investing in a world of risk
Week 3: Diversification
Week 3: Equity premium puzzle
Week 3: Summary of Week 3
Week 4: Market Efficiency-Introduction
Week 4: Market efficiency
Week 4: Luck versus skill
Week 4: CAPM, anomalies, and risk factors
Week 4: Liquidity and FinTech
Week 4: Summary of Week 4
Week 5: Wealth Management-Introduction
Week 5: Risk aversion and investment horizon
Week 5: Portfolio theory
Week 5: Active versus passive management
Week 5: Stock picking
Week 5: Summary of Week 5
Week 6: Market Crashes and Central Banks-Introduction
Week 6: Market Crashes
Week 6: Central Banks and their Role in the Financial System
Week 6: Negative interest rates
Week 6: Summary of Week 6
Week 7: Wealth Management – A Practitioner’s View-Introduction
Week 7: Financial theory and wealth management
Week 7: General thoughts on investing and wealth management
Week 7: Market crashes and wealth management
Week 7: The future of wealth management
Week 7: Concluding thoughts
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