Wealth & Asset Management 

Level: Foundations

The wealth & asset management industry is an important part of the financial system. Its goal is to help investors achieve their financial goals. So, the mission is clear, but that doesn't mean the asset management industry is easy to navigate. There are many different asset management companies offering a wide range of different services and investment strategies. In this module, we look under the hood of the wealth- and asset management industry: how is it organized, what principles and processes are used to develop good investment solutions, what are the different products offered?
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Study Time

4 hours

Interactive Lectures

6 e-lectures

Case Study

1 case study

Test & Certificates

3 Tests, 1 Certificates

Course contents

Related and follow up courses