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Modules

Applied Wealth Management

Module code: ECOM079

Credits: 15.0
Semester: SEM1

Contact: Mr George Makedonis

The module looks at modern wealth management. Students will study the regulatory framework governing firms and individuals in the wealth management industry. The various asset classes (such as money markets, bonds, equities, property, hedge funds etc) will be examined and how they can be combined in wealth portfolios. The utilisation of pensions and insurance solutions will also be discussed as well as the areas of philanthropy and ethical investing.

Connected course(s): UDF DATA
Assessment: 60.0% Examination, 20.0% Coursework, 20.0% Practical
Level: 7

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