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Fachkompetenz
- list typical information management tasks (e.g., maintaining information resources; information requirements analysis; assessing information quality)
- describe the relationships between key information management concepts (e.g., data, information and knowledge)
- describe theoretical information management models (e.g., information sets model; information processing model; information quality frameworks)
- apply information management methods, tools and systems to solve simple tasks
- compare and contrast information management methods and tools
- compare and contrast components and functions of information management systems (e.g., databases; data warehouses)
- develop comprehensive plans to solve information management problems
- evaluate information management methods, tools and systems
Selbstkompetenz
- Notice their own learning aptitude and willingness to learn new things.
- Communicate autonomously, reflect their own actions carefully and are able to assess themselves realistically.
- Assume responsibility because of their self-discipline and flexibility.
- Advance their enthusiasm and affect their willingness to learn new things.
Sozialkompetenz
- Listen carefully to understand and interpret the arguments of the lecturer and fellow students.
- 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.
- Organize group work.
- understand other opinions and solutions and are able integrate those into their own approaches.
Methodenkompetenz
- Are aware of sources of information regarding financial markets, financial institutions, financial assets and clients.
- Know how to find the sources of law (statutes etc.) and the relevant literature databases.
- Understand the implementation of financial models for analysing financial markets, institutions and clients.
- Solve practical cases by interpreting the sources of law.
- Develop abilities to analyse the needs and constraints of clients in the private banking business and assess the suitability of different products.
- Are able to construe the corresponding sources of law.
- Seek differences and convergences of instruments to manage assets.
- Create concepts to establish and organize the different instruments to manage assets by interpreting the corresponding sources of law.
- Evaluate the clients' needs with regard to risk/return and assess the suitability of investment products, strategies and asset allocations.
- Decide practical cases by construing the corresponding sources of law in the scope of due diligence, financial supervision and the different asset management instruments.
Fachkompetenz
- Know the relevance of efficient financial markets and financial intermediaries for economic welfare.
- Are aware of the characteristics of direct and indirect finance.
- Know the characteristics of different asset classes.
- Know relevant concepts of asset allocation and modern portfolio theory.
- Are aware of typical goals, constraints and other characteristics of clients in the private banking business.
- Know the basic principles of the law of asset and fund management.
- Know the application areas and the basic principles of the different instruments to administer assets.
- Understand models that address the role of direct and indirect finance and their implications for economic welfare.
- Understand the structure of the banking industry and fundamentals of bank management.
- Understand the relationship between risk and return of financial assets.
- Explain the basic concept of modern portfolio theory.
- Understand the goals and life-cycle needs of clients and describe different tools for the profiling of private banking customers.
- Describe the application areas and target groups of due diligence.
- Explain the different duties of due diligence.
- Circumscribe the organization and competences of the financial supervision.
- Explain the structure and typical application of the different instruments to administer assets.
- Understand the basic structure of the sources of law.
- Infer return and risk objectives according to the characteristics of clients.
- Apply the fundamentals of investment and portfolio theory to implement an adequate asset allocation.
- Practice their new skills with case studies.
- Analyse the risk and return characteristics of the most important classes of financial assets.
- Assess clients' ability to take risk and compare it with their willingness to take risk.
- Analyze the specific duties of due diligence in comparison to the competences of the financial supervision.
- Compare the different instruments to manage assets.
- are able to analyse the objectives of financial supervision in a cross-border context.
- Combine concepts of financial intermediation and investment theory
- Create concepts about the establishment and organization of financial intermediaries in the field of asset management.
- Review a portfolio or asset allocation particularly with regard to the risk/return characteristics of the underlying assets and the goals/constraints of customers.
- Find suitable solutions by judging the special facts of a case.
Selbstkompetenz
- Listen carefully, read and repeat, practice until they understand the logic and mathematics the models are based upon.
- Work together and motivate other students who tend to give up as a reaction to the difficulty of mathematical problems.
- Take responsibility and organize/explain solutions to others
Sozialkompetenz
- Understand and critically discuss the arguments of fellow students.
- Work on financial decision making problems and solve mini cases as well as examples in small groups and discuss them in front of class.
- Evaluate the solutions of fellow students, explain carefully why they might be seen as right or wrong.
- Understand the problems of fellow students, react on critical discussion without being offended.
- React to other opinions and solutions and defend their own solution without being offended.
Methodenkompetenz
- Know methods in decision theory.
- Use theories, methods and models on unknown decision situations. Calculate optimal solutions and equilibria.
- Compare different methods for measuring and controlling risk and uncertainty in decision processes.
- Evaluate decision and analysis methods in mini cases and find appropriate models for solving typical problems.
- Know how to use a range of instruments to control the capital structure of a corporation.
- Choose suitable financing and investment tools
- use methods and models on unknown decision situations. Calculate optimal solutions and interpret them.
Fachkompetenz
- Know the most prominent decision theories. They are aware of the important human biases in financial decision making.
- Understand how rational solutions can be found by applying classical decision models and are aware of the differences between these model solutions and the solutions humans normally come up with.
- Solve decision problems by using DT models and quantitative methods. They find the strategic aspect of a problem and transform it into a simplified game/problem.
- Evaluate of Investments with EUT, MVT and PT.
- Know the most prominent rules for Capital Budgeting and Structuring
- Understand the consequences of changes in the capital structure
- Know a variety of financing tools and their applicability
- Know how to value a company
Selbstkompetenz
- repeat the contents of lectures, exercises and case studies in a self-organized way
- assess their own learning progress during lectures, exercises, case studies and self-study (e.g., participation in discussions, solving exercises, presenting solutions)
- identify their own strengths and weaknesses
- tolerate different opinions and working styles (e.g., during classroom discussions, in online forums)
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