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.
via Cantarane, 24
37129 Verona
VAT number
01541040232
Italian Fiscal Code
93009870234
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