Магистратура
2023/2024
Управление личным капиталом
Статус:
Курс по выбору (Финансовый инжиниринг)
Направление:
38.04.08. Финансы и кредит
Где читается:
Факультет экономических наук
Когда читается:
2-й курс, 1 модуль
Формат изучения:
без онлайн-курса
Охват аудитории:
для своего кампуса
Прогр. обучения:
Финансовый инжиниринг
Язык:
английский
Кредиты:
3
Контактные часы:
32
Course Syllabus
Abstract
The fundamental principles of the course can be applied in the study of other disciplines related to managing capital of private clients, entrepreneur finances, behavioral finance, and marketing financial products and services, including their development.
Learning Objectives
- The goals of mastering the "Personal Capital Management" course are to develop a knowledge system and skills, along with relevant competencies, enabling successful navigation in the complex world of finance under conditions of uncertainty and constant dynamics. This will facilitate better performance in organizations and functions related to firm financial management, institutional, and individual investors.
Expected Learning Outcomes
- Knowledge of the place of each asset class on the risk-return scale, their main advantages and disadvantages; selection criteria between asset classes and products within classes, including taking into account the currency position; the main ways to invest in each major asset class; the main business models of financial institutions associated with the management of private capital; fundamental differences in the formation of the portfolio of an individual investor from an institutional one;
- Have the skills to identify and search for the necessary information; development of recommendations for individual investors; developing and conducting a pilot experiment on psychological mechanisms in making financial decisions, as well as presenting its results.
- Ability to distinguish asset classes and investment products by money management strategies; collect the necessary information for the tasks involved in making a financial decision; develop recommendations on investing personal financial resources; to recognize the psychological mechanism or factor that influenced the adoption of a particular financial decision.
Course Contents
- Assets and Three Possible Capital Actions ( Allocated hours for study not distributed)
- Company Stocks, Bonds, and Introduction to Trust Management Business (Allocated hours for study not distributed)
- Real estate
- Real Estate (Allocated hours for study not distributed )
- Resources, Precious Metals, Alternative Investments. Features of Including Derivative and Structured Products in a Portfolio. ( Allocated hours for study not distributed )
- Financial Industry as an Aid in Personal Capital Management. Business Model and Utilization Methods. Approaches to Portfolio Construction and Management. ( Allocated hours for study not distributed )
- Psychology and Finance. How Psychology Influences Our Financial Decisions and What to Do About It. ( Allocated hours for study not distributed )
Bibliography
Recommended Core Bibliography
- Финансовый менеджмент : учебник, Берзон Н.И., 2020
- Эффективный финансовый директор : учеб. пособие для бакалавриата и магистратуры, Теплова, Т. В., 2017
Recommended Additional Bibliography
- Инвестиции. Теория и практика : учебник для бакалавров, Теплова, Т. В., 2014
- Инвестиции. Ч.1: ., Теплова, Т. В., 2018