Master Class Finance Planner

Unique program for anyone who engages in asset management and advising on personal financial planning.

Need advice in selecting the right program? I'm here to help. 0032 (0)475 60 22 82

This program is taught in Dutch

About the program

Bigger capitals find their way to multidisciplinary specialists, because they are no longer happy with standard private banking solutions. This master class helps you to become a first class multidisciplinary advisor through an in-depth course at CFA level in the field of investing, operations of financial markets and knowledge of different products, allocation and portfolio strategies, selection of administrators and performance measurement.

Learning objectives

After attending this program:

  • You have basic knowledge about financial markets, financial concepts and financial computing.
  • You have studied concepts such as expected return, historical risks and correlations through historical data.
  • You learn how the financial markets work and how they influence investments.
  • You know how to compose an optimal portfolio.

Curriculum

This master class is part of the ‘Executive Master in Personal Financial Planning’. This part-time master class consists of 4 modules which can be taken separately. The other modules are:

In this module ‘Finance Planner’ the following topics will be addressed:

  • Financial computing: time-restricted value of money, the function of assembled interests and more mathematical elements.
  • Stakeholders in financial markets: where are they and how do they keep the system running.
  • The working of financial markets: influencing financial products that are of interest to your clients.
  • Historical data & portfolio optimization of different asset classes: yield expectations, historic risk, correlation & diversification.

‘Investments and Portfolio Management’ by Bodie, Kane and Marcus is part of the course materials.

Target audience

This course is designed for finance professionals with a university degree and at least 3 to 5 years of relevant experience. Possible profiles are: financial advisors in banking and insurance industries, private bankers, accountants and tax consultants, managers, directors of family businesses, lawyers, notaries and jurists.

 
Next steps

Need advice in selecting the right program? I'm here to help.

How can I help you?

Bert De Vos, Program Manager

Need advice in selecting the right program?
I'm here to help.
 0032 (0)475 60 22 82