Private banking and wealth planning (2021/2022)

Course code
4S006070
Credits
9
Academic sector
SECS-P/11 - ECONOMIA DEGLI INTERMEDIARI FINANZIARI

Learning outcomes

The aim of the course is to focus on the way financial intermediaries manage the private banking and wealth planning activityies.
While the first part of the course, devoted to private banking (for 6 credits), focuses on the analysis of models/metodologies/tools that are used in the investment advisory services to private customers, the second part of the course, devoted to wealth planning (for 3 credits), focuses mainly on asset protection services for both private and corporate customers.