School of Economics and Finance

ECOM079 - Applied Wealth Management

Credits: 15

Module Convenor: Mr Yioryos Makedonis

This course introduces concepts in wealth management to be able to comprehend recent developments in the regulatory economics framework behind wealth management. The course will start at a level that is appropriate for students with an economics background enabling them to master the understanding of relevant regulatory framework. It will start with the basic building blocks, i.e. regulatory environment, conduct of business rules, cash management, financial products etc., and move on to more applied topics, i.e. retirement planning, financial assets and markets etc.

Assessment: 80.0% Examination, 20.0% Coursework