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ModsBF2220

Wealth Management

Current offering — AY2025/2026 Semester 2

The course provides a contemporary study on the subject with an Asian perspective, providing students with a comprehensive understanding of industry-practiced wealth management principles, strategies, and tools, with a specific focus on the unique dynamics and opportunities in the financial landscape. This applied approach to wealth management exposes students to various planning frameworks, macro analysis and value insights from guest lecturers who are industry practitioners. By the end of the course, students will be technically competent and well-equipped to formulate a Wealth Management strategy for themselves. Students looking for a career in Wealth Management/Private banking will find the course content to be immediately applicable.

AUs3.0 AUs
Grade Type
PrerequisiteAB1201, BU8201, BU5201
Not Available To Programme
Not Available To All Programme WithYr1, (Admyr 2011-2020)
Not Available As BDE/UE To Programme
Not Available As Core To Programme
Not Available As PE To Programme
Mutually Exclusive WithBF2206
Not Offered As BDE
Not Offered As Unrestricted ElectiveYes
Exam

Total hours per week: 3 hrs