Wealth Management and Asset Allocation
Course: Financial Institutions and Risk Management
Structural unit: Faculty of Economics
Title
Wealth Management and Asset Allocation
Code
ОК6
Module type
Обов’язкова дисципліна для ОП
Educational cycle
Second
Year of study when the component is delivered
2023/2024
Semester/trimester when the component is delivered
1 Semester
Number of ECTS credits allocated
4
Learning outcomes
Search, process, systematize and analyze information needed to solve professional and scientific problems in the field of finance, banking and insurance (PR4). Communicate freely in a foreign language orally and in writing on professional and scientific issues, present and discuss research results (PR5). Justify the choice of management decisions in the field of finance, banking and insurance and evaluate their effectiveness taking into account the objectives, existing constraints, legal and ethical aspects (PR12). Identify the vectors of targeted funding, directions and features of relations with fundraisers, apply methods to determine the amount needed to raise funds, attract venture funds and apply methods of erosion of ownership (PR16).
Form of study
Full-time form
Prerequisites and co-requisites
1) mastering educational material in the disciplines "Probability Theory and Mathematical Statistics for Economists", "Business Economics", "Enterprise Finance", "Investment", "Financial Services Market";
2) mastery of methods of economic statistics;
3) possession of skills Microsoft Excel
Course content
The program aims to deepen students' knowledge of a wide range of issues in the field of wealth management. Both traditional and non-traditional financial instruments will be considered in the core curriculum. In addition to the securities market, the program includes the study of commodity markets, objects of direct investment, special attention will be paid to risk assessment, government regulation, taxation of businesses and individuals.
Recommended or required reading and other learning resources/tools
Planned learning activities and teaching methods
The purpose of the discipline- formation of students' knowledge of the theory, practice and tools of private capital management, as well as the features of organizations, economics and strategies of individual banking.
Assessment methods and criteria
The control of knowledge is carried out according to the modular rating system, which provides for the consideration of two components: the student's work during the semester (maximum 75 points) and passing the test (maximum 25 points).
Language of instruction
English
Lecturers
This discipline is taught by the following teachers
Departments
The following departments are involved in teaching the above discipline