Infopaket

Wealth Management and Asset Allocation

ОК5

Обов’язкова дисципліна для ОП

Second

2021/2022

1 Semester

5

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 (PR14).

External form

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

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.

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.

Knowledge control is carried out according to the modular rating system, which provides for a two-level evaluation of the learned material, in particular, the evaluation of theoretical training (40%) includes: oral presentations, surveys, testing and evaluation of practical training (60%) - performance of creative analytical and calculation works, presentations

English