Principles of Wealth Management

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 the 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.

This prestigious course is designed for both Bachelors's and Masters's 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 the 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.