Principles of Wealth Management
413,961 already enrolled!
Single Account, More Benefits:
- Courses Taught by professionals
- Empowered Community & Connection
- Free Career Mentoring & Support
- Activated Tools, Insights and Reports
- Connect with Mentors and Coaches
- Access Jobs and Internships
- Get help From Our Support staff
- Your Virutal Career Center
- Pursue and International Career
Course Content
About Course
What You will learn
- 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
Course Curriculum / Content
Week 1: Why Do We Need Financial Theory?- Introduction
1.1 Wealth management – an introduction
1.2 Introduction to the course and the educators
1.3 Introduction to the course(video)
00:001.4 Presenting Dr Björn Wahlroos
00:00
Week 1: On the foundations of finance
1.5 A brief history of finance
1.6 Comments on the history of finance(video)
05:381.7 What is the role of finance in society?
1.8 What is finance?(video)
00:00
Week 1: Asset classes
1.9 Asset classes
1.10 Stocks, bonds, and money market instruments(video)
00:001.11 Other asset classes(video)
05:531.12 Combining asset classes(video)
00:00
Week 1: Financial instruments
1.13 Financial vehicles and instruments
1.14 Mutual funds and exchange traded funds(video)
00:001.15 Derivatives
1.16 Comments on derivatives(video)
00:001.17 Option pricing(video)
00:00
Week 1: Summary of Week 1
1.18 Summary of Week 1
1.19 Test your knowledge on Week 1
1.20 Have your say on Week 1
Week 2: Basic Concepts in Finance-Introduction
2.1 Introduction to Week 2
Week 2: Basic concepts in finance
2.2 Interest rates
2.3 Yield curve
2.4 Comments on interest rates and yield curves(video)
07:092.5 What is the risk-free rate?(video)
00:00
Week 2: Time value of money
2.6 Time value of money
2.7 Discounting
2.8 Comments on the time value of money(video)
00:00
Week 2: Compound return
2.9 Compound interest
2.10 The importance of compound interest(video)
00:002.11 Try out for yourself
Week 2: Valuation of stocks and bonds
2.12 Valuation of bonds
2.13 Valuation of stocks
2.14 Comments on stock valuation part 1(video)
00:002.15 Comments on stock valuation part 2(video)
00:00
Week 2: Summary of Week 2
2.16 Summary of Week 2
2.17 Test your knowledge on Week 2
2.18 Have your say on Week 2
Week 3: Risk and Return-Introduction
3.1 Introduction to Week 3
Week 3: Investing in a world of risk
3.2 Definition of return
3.3 Measures of risk
3.4 Risk and return(video)
00:003.5 Systematic and unsystematic risk(video)
00:003.6 Have your say on risks and returns
Week 3: Diversification
3.7 Diversification: An introduction
3.8 Correlation and diversification
3.9 The number of assets and diversification
3.10 Don’t put all your eggs in one basket!(video)
00:003.11 More on diversification(video)
00:00
Week 3: Equity premium puzzle
3.12 What is the equity premium puzzle?
3.13 Is it 4% or 5%?(video)
00:00
Week 3: Summary of Week 3
3.14 Summary of Week 3
3.15 Test your knowledge on Week 3
3.16 Have your say on Week 3
Week 4: Market Efficiency-Introduction
4.1 Introduction to week 4
Week 4: Market efficiency
4.2 Market efficiency
4.3 Efficient markets(video)
00:004.4 Are markets efficient?(video)
00:00
Week 4: Luck versus skill
4.5 Luck versus skill
4.6 Comments on luck versus skill(video)
00:00
Week 4: CAPM, anomalies, and risk factors
4.7 The Capital Asset Pricing Model
4.8 CAPM and the beta(video)
05:294.9 Anomalies and Risk Factors
4.10 Anomalies: January effect and the size effect(video)
00:00
Week 4: Liquidity and FinTech
4.11 Market liquidity
4.12 FinTech and algorithmic trading
4.13 Fintech(video)
00:004.14 Fintech and markets(video)
00:00
Week 4: Summary of Week 4
4.15 Summary of Week 4
4.16 Test your knowledge on Week 4
4.17 Have your say on Week 4
Week 5: Wealth Management-Introduction
5.1 Introduction to Week 5
Week 5: Risk aversion and investment horizon
5.2 What is wealth management?(video)
00:005.3 Risk aversion
5.4 Investment horizon and risk aversion(video)
05:005.5 Have your say on risk aversion and investment horizon
Week 5: Portfolio theory
5.6 Portfolio theory
5.7 Comments on portfolio theory(video)
00:005.8 Imposing restrictions on the investable assets(video)
00:00
Week 5: Active versus passive management
5.9 Active versus passive
5.10 Stay away from fees!(video)
00:005.11 More on active and passive funds(video)
00:00
Week 5: Stock picking
5.12 Stock picking versus index funds
5.13 Stock picking(video)
05:07
Week 5: Summary of Week 5
5.14 Summary of Week 5
5.15 Test your knowledge on Week 5
5.16 Have your say on Week 5
Week 6: Market Crashes and Central Banks-Introduction
6.1 Introduction to Week 6
Week 6: Market Crashes
6.2 Market crashes
6.3 Comments on market crashes(video)
08:536.4 Market liquidity and efficiency during market crashes(video)
00:006.5 Bank runs, moral hazard, and too big to fail
6.6 Bankruptcies are necessary(video)
00:00
Week 6: Central Banks and their Role in the Financial System
6.7 Central banks
6.8 Comments on central banks(video)
00:006.9 The tools of a central bank(video)
08:396.10 Inflation(video)
00:00
Week 6: Negative interest rates
6.11 Negative interest rates
6.12 How can interest rates be negative?(video)
00:006.13 Have your say on negative interest rates
Week 6: Summary of Week 6
6.14 Summary of Week 6
6.15 Test your knowledge on Week 6
6.16 Have your say on Week 6
Week 7: Wealth Management – A Practitioner’s View-Introduction
7.1 Introduction to Week 7
Week 7: Financial theory and wealth management
7.2 Financial theory and wealth management(video)
00:007.3 History and wealth management(video)
00:007.4 Which concepts are important in finance?(video)
00:00
Week 7: General thoughts on investing and wealth management
7.5 Predicting the future(video)
00:007.6 Risk: A threat or an opportunity?(video)
00:007.7 Hard work, luck, and skill(video)
00:007.8 Undervalued stocks(video)
00:00
Week 7: Market crashes and wealth management
7.9 Are market crashes predictable?(video)
00:007.10 Central banks and market crashes(video)
00:00
Week 7: The future of wealth management
7.11 The future of wealth management(video)
00:007.12 Will AI invest for us in the future?(video)
00:00
Week 7: Concluding thoughts
7.13 Takeaways from the course(video)
00:007.14 Congratulations!
Student Ratings & Reviews
Requirements
- 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.
Target Audience
- 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.
Material Includes
- Videos
- Text and Articles
- External Resources
- Group Discussions
Description
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
Tags
Student Ratings & Reviews
Students are also Interested in:

10,000 Online Ccourses
Acquire most in-demand skills through our curated courses & Certificates

Expert Instructors
Meet the best Instructors and Coaches who are obsessed with your success

Unlimited Access
You have all the tools for skill, career growth and a vibrant community
Start Getting New Knowledge and Experience, Together!
The power of the Oriental Academy comes from our users. Register now and access all our tools from Job search, Skill development Coaching, and Support

We’ve turned career development into a movement backed by the community. Our tools are designed to help you win in the Job market. There are Jobs, Coaches, Courses etc
The Company
Industry Tracks
Help Center
© 2023 – Oriental Academy || Made with Love by The Oriental Career team