Singapore University of Social Sciences

Wealth Management and Investment Products

Applications Open: 01 October 2019

Applications Close: 30 November 2019

Next Available Intake: January 2020

Course Types: Modular Graduate Course

Language: English

Duration: 6 months

Fees: To be confirmed

Area of Interest: Finance

Schemes: Lifelong Learning Credit (L2C)

Funding: To be confirmed


Synopsis

FIN523 Wealth Management and Investment Products focuses on the “tool box” needed by a wealth manager to provide effective ways to manage family wealth. The “tool box” allows the wealth manager to provide a wide array of investment products in the global markets that can be carefully applied to form the optimal investment portfolio given the risk appetite of investors. The instruments and products taught range from instruments to protect, grow and transfer family wealth to various investment products in fixed income, insurance, trusts and funds, structured products, alternative investments, and real assets available in international markets. Besides providing an in-depth understanding of the products and their characteristics, how they are structured, and their risk and return profile, emphasis will also be placed on understanding their relative advantages and limitations, and how they could be used to add value such as diversification effect to an investment portfolio. Overall, the course is aimed at providing wealth management professionals with comprehensive product knowledge in order to enable them to provide effective investment solutions and client advisory.

Level: 5
Credit Units: 5
Presentation Pattern: Every January

Topics

  • Family wealth management – Family Office
  • Family trusts, family charitable fund and philanthropy
  • Universal life policy
  • Structured investment products – the use of financial derivatives and structuring technique
  • Securitisation products and real estate investment trusts
  • Investment funds, Fund of Funds and Exchange Traded Funds (ETF)
  • Beyond financial returns: “green” ETFs and indices
  • Alternative investment series: Hedge funds;Angel investors, venture capital and private equity;Infrastructure funds;Digital assets;Commodities;Art investment
  • Real estate investment

Learning Outcome

  • Assess the universe of traditional investment instruments and products
  • Examine various financial derivatives and structured products
  • Appraise different types of alternative investments and their attractiveness to family wealth management
  • Evaluate the risk and reward profile of various investment instruments and products, and how the products could be applied to meet the investment objectives of specific customers
  • Design investment solutions to customers with a wider span of investment instruments and strategies
  • Construct investment portfolio to better meet the demand of different investors with different risk appetites or preferences
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