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Level 5: Wealth Management
Introduction
Identifying and examining key skills required for effective wealth management; understanding the importance of objective setting and investor psychology in wealth management; assessing key tax issues and understand how to set up a taxefficient portfolio.
Module Description
This module aims to develop student’s understanding of commercial and retail banking strategic techniques and principles for effective wealth management.
Module Content
- Understanding wealth management
- Establishing the investor’s objectives
- The importance of taxes
- Asset selection
- Basic elements in a tax-efficient portfolio
- Capital market analysis
- Portfolio management
- Key aspects of behavioural finance and asset allocation
- Investment policy
- Active asset management
