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Principles of Wealth Management 

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Principles of Wealth Management
 at 
FutureLearn 
Overview

Duration

7 weeks

Total fee

11,044

Mode of learning

Online

Official Website

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Credential

Certificate

Principles of Wealth Management
 at 
FutureLearn 
Highlights

  • Duration 7 weeks
  • Weekly study 4 hours
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Principles of Wealth Management
 at 
FutureLearn 
Course details

More about this course
  • 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.
  • 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.
  • 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. Bjorn 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
Read more

Principles of Wealth Management
 at 
FutureLearn 
Curriculum

Why Do We Need Financial Theory?

Introduction to the course

On the foundations of finance

Asset classes

Financial instruments

Summary of Week 1

Basic Concepts in Finance

Introduction to Week 2

Basic concepts in finance

Time value of money

Compound return

Valuation of stocks and bonds

Summary of Week 2

Risk and Return

Introduction to Week 3

Investing in a world of risk

Diversification

Equity premium puzzle

Summary of Week 3

Market Efficiency

Introduction to Week 4

Market efficiency

Luck versus skill

CAPM, anomalies, and risk factors

Liquidity and FinTech

Summary of Week 4

Wealth Management

Introduction to Week 5

Risk aversion and investment horizon

Portfolio theory

Active versus passive management

Stock picking

Summary of Week 5

Market Crashes and Central Banks

Introduction to Week 6

Market Crashes

Central Banks and their Role in the Financial System

Negative interest rates

Summary of Week 6

Wealth Management - A Practitioner's View

Introduction to week 7

Financial theory and wealth management

General thoughts on investing and wealth management

Market crashes and wealth management

The future of wealth management

Concluding thoughts

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Principles of Wealth Management
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FutureLearn 

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