Skip to main content

Wealth Management (5 cr)

Code: AL00CJ22-3004

General information


Enrollment

20.11.2024 - 10.01.2025

Timing

03.03.2025 - 11.05.2025

Number of ECTS credits allocated

5 op

Virtual portion

5 op

Mode of delivery

Distance learning

Unit

Faculty of Business and Hospitality Management (LAB)

Campus

E-campus

Teaching languages

  • English

Seats

20 - 50

Degree programmes

  • Complementary competence, Bachelor's

Teachers

  • Riitta Mähönen

Scheduling groups

  • Verkkoluento (Size: 0. Open UAS: 0.)

Groups

  • LLPREX25KIB
  • LLTIEX25K2
  • LLTIEX25K3
  • LLPREX25KH
  • LLTIEX25K1
  • LLABTO24-25E
    Complementary competence (Bachelor's) 2024-2025, Faculty of Business and Hospitality Management

Small groups

  • Online lecture

Learning outcomes

The student is able to
- describe the risk and return characteristics of different asset classes such as equities, fixed income, real estate, and commodities.
- understand the basic concepts of portfolio management including strategic and tactical asset allocation as well as the effect of diversification on risk and return.
- draft an investment policy statement based on risk tolerance, long-term return objective and liquidity requirements.

Implementation and methods of teaching

Online lectures, assignments and Moodle exam.

The first online lecture will take place on week 10.
Lectures are held weekly. The last lecture on week 17-18 and after that a multiple choice exam.

The assessment of the course will be based on assignments and multiple-choice exam. the timetable for which will be decided together at the first lecture.

NOTE! If assignment 2 is not submitted on time, teacher will remove student from course.

Timing and attendance

Attendance at lectures recommended.

Learning material and recommended literature

Material will be added in Moodle.

Alternative completion methods

eRPL

Working life cooperation

There will be guest(s) from working life

Exam retakes

Book exam

Learning environment

Moodle

Student time use and work load

5 credits, one credit 27 hours work = 135 h

Contents

Basics of investments,
Investment instruments,
Risk and return of different asset classes
Basic concepts of portfolio management and diversification

Additional information for students: previous knowledge etc.

Basic courses of economics, accounting and law.

Assessment criteria

Assignment 1: Learning journal, 50 %
Assignment 2: Investment book or podcasts, peer assessment, 20 %
Moodle exam: Multiple choice 30 %
Both assignments and exam must be submitted to pass.

Assessment scale

1-5

Failed (0)

Assignments are not returned at all or they are late.

Assessment criteria: level 1 (assessment scale 1–5)

The student knows the basic terminology of investing and is familiar with investment instruments, the principles of investment theories and investment planning, the importance of ratios and the returns and risks associated with investment activities. All the assignments are submitted on time.

Assessment criteria: level 3 (assessment scale 1–5)

The student knows the professional vocabulary of investing and knows the principles of different investment instruments, as well as how to make an appropriate investment plan and how to choose the appropriate investment instruments for an investment portfolio. The student will be familiar with the most common investment theories, the importance of ratios, the formation of returns and the risks associated with investment activities. All the assignments are submitted on time.

Assessment criteria: level 5 (assessment scale 1–5)

The student has a good knowledge of investment vocabulary and the most common investment theories, understands the principles of different investment instruments, can draw up an investment plan and select the appropriate investment instruments for an investment portfolio, can calculate the return on an investment and assess the risk of an investment using various indicators. All the assignments are submitted on time.