This course introduces concepts in wealth management to be able to comprehend recent developments in the regulatory and economic framework behind the 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 the relevant regulatory framework. It will start with the basic building blocks, i.e. regulatory environment, conduct of business rules, cash management, financial products, and move on to more applied topics, i.e. retirement planning, financial assets and markets etc.
Following the course, students should be able to (1) demonstrate the importance of regulatory framework within the context of wealth management; (2) analyse different financial products: insurance, retirement etc; and, (3) identify and discuss the points of contact between regulation and different types of investors, banks, corporations and other players in national and international financial markets.