Semester:SS 14
Art:Vorlesung
Sprache:Englisch
Plansemester:4
Lektionen / Semester:30.0 L / 22.5 h
Selbststudium:37.5 h
Art:Vorlesung
Sprache:Englisch
Plansemester:4
Lektionen / Semester:30.0 L / 22.5 h
Selbststudium:37.5 h
Modulleitung/Dozierende
- Prof. Dr. Dirk Zetzsche, LL.M. (Toronto)
(Modulleitung)
- Dipl. Kff. Nadja Dobler
(Co-Modulleitung)
- Dr. Georg Peter
(Interner Dozent)
Studiengang
Bachelorstudiengang Betriebswirtschaftslehre (01.10.2008)Bachelorstudiengang Betriebswirtschaftslehre (01.09.2012)
Module
Beschreibung
Banking and financial intermediation
- Financial markets and institutions
- Overview of the financial system
- Why do financial institutions exist?
- Management of financial institutions
Fundamentals of investing
- The investment environment
- Return and risk
- Modern portfolio concepts
- Common stocks, fixed income and other asset classes
The wealth management process
- Key elements of the wealth management process
- Client goals and constraints
Kompetenzen
- Know the relevance of efficient financial markets and financial intermediaries for economic welfare.
- Understand models that address the role of direct and indirect finance and their implications for economic welfare.
- Are aware of the characteristics of direct and indirect finance.
- Understand the structure of the banking industry and fundamentals of bank management.
- Know and analyse characteristics of different financial asset classes.
- Understand the relationship between risk and return of financial assets.
- Know relevant concepts of asset allocation and modern portfolio theory.
- Gain basic knowledge about the role of wealth management and private banking in comparison to the traditional banking business.
- Characterize and define the private wealth management process.
- Are aware of typical goals, constraints and other characteristics of clients in the private banking business.
- Assess clients' ability to take risk and compare it with their willingness to take risk.
- Combine concepts of financial intermediation and investment theory in a comprehensive wealth management process.
- Are aware of sources of information regarding financial markets, financial institutions, financial assets as well as clients.
- Understand the implementation of financial models for analysing financial markets, institutions and clients.
- Apply fundamental concepts such as investment and portfolio theory in a complex wealth management process.
- Review a portfolio or asset allocation particularly with regard to the risk/return characteristics of the underlying assets and the goals/constraints of customers.
- Develop abilities to analyse the needs and constraints of clients in the private banking business and assess the suitability of different products.
- Interpret arguments and facts during presentations of the lecturer and fellow students and react with critical questions.
- Improve communication skills by debating their point of view in discussions during the lecture.
- Develop enthusiasm and the willingness to learn new things independently.
- Develop a critical and evaluative mind regarding developments in banking and financial markets
Lehrmethoden
Lecture with interactive elements, self-study and reading assignments
Literatur
Selected chapters from
- Mishkin/Eakins: Financial Markets and Instituitions, 7th global edition, Pearson, 2012
- Gitman/Joehnk/Smart: Fundamentals of Investing, 11th international edition, Pearson, 2011
- Evensky/Horan/Robinson: The New Wealth Management, Wiley, 2011
Termine
Datum | Zeit | Raum |
17.02.2014 | 17:00 - 18:30 | S1 |
24.02.2014 | 17:00 - 18:30 | S1 |
03.03.2014 | 17:00 - 18:30 | S1 |
10.03.2014 | 17:00 - 18:30 | S1 |
17.03.2014 | 17:00 - 18:30 | S1 |
24.03.2014 | 17:00 - 18:30 | S1 |
31.03.2014 | 17:00 - 18:30 | S1 |
07.04.2014 | 17:00 - 18:30 | S1 |
14.04.2014 | 17:00 - 18:30 | S1 |
28.04.2014 | 17:00 - 18:30 | S1 |
05.05.2014 | 17:00 - 18:30 | S1 |
12.05.2014 | 17:00 - 18:30 | S1 |
19.05.2014 | 17:00 - 18:30 | S1 |
26.05.2014 | 17:00 - 18:30 | S1 |
Prüfungen
- PWW-BA-12_Financial Services - VO (SS 14, bewertet)
- PWW-BA-12_Financial Services - VO (WS 14/15, bewertet)