Studying at the University of Verona
Here you can find information on the organisational aspects of the Programme, lecture timetables, learning activities and useful contact details for your time at the University, from enrolment to graduation.
Academic calendar
The academic calendar shows the deadlines and scheduled events that are relevant to students, teaching and technical-administrative staff of the University. Public holidays and University closures are also indicated. The academic year normally begins on 1 October each year and ends on 30 September of the following year.
Course calendar
The Academic Calendar sets out the degree programme lecture and exam timetables, as well as the relevant university closure dates..
| Period | From | To |
|---|---|---|
| Primo Semestre Magistrali | Oct 2, 2017 | Dec 22, 2017 |
| Secondo Semestre Magistrali | Feb 26, 2018 | May 25, 2018 |
| Session | From | To |
|---|---|---|
| Esami sessione invernale Magistrali | Jan 8, 2018 | Feb 23, 2018 |
| Esami sessione estiva Magistrali | May 28, 2018 | Jul 6, 2018 |
| Esami sessione autunnale 2018 | Aug 27, 2018 | Sep 14, 2018 |
| Session | From | To |
|---|---|---|
| Lauree sessione autunnale (validità a.a. 2016/17) | Nov 27, 2017 | Nov 28, 2017 |
| Lauree sessione invernale (validità a.a. 2016/17) | Apr 4, 2018 | Apr 6, 2018 |
| Lauree sessione estiva (validità a.a. 2017/18) | Sep 10, 2018 | Sep 11, 2018 |
| Period | From | To |
|---|---|---|
| All Saints Day | Nov 1, 2017 | Nov 1, 2017 |
| Festa Immacolata Concezione | Dec 8, 2017 | Dec 8, 2017 |
| attività sospese (Natale) | Dec 23, 2017 | Jan 7, 2018 |
| Easter break | Mar 30, 2018 | Apr 3, 2018 |
| Liberation Day | Apr 25, 2018 | Apr 25, 2018 |
| attività sospese (Festa dei lavoratori) | Apr 30, 2018 | Apr 30, 2018 |
| Labour Day | May 1, 2018 | May 1, 2018 |
| Festa Patronale | May 21, 2018 | May 21, 2018 |
| attività sospese estive | Aug 6, 2018 | Aug 24, 2018 |
Exam calendar
Exam dates and rounds are managed by the relevant Economics Teaching and Student Services Unit.
To view all the exam sessions available, please use the Exam dashboard on ESSE3.
If you forgot your login details or have problems logging in, please contact the relevant IT HelpDesk, or check the login details recovery web page.
Should you have any doubts or questions, please check the Enrolment FAQs
Academic staff
massimo.franchetti@univr.it
paolo.frigo@univr.it
Taschini Luca
luca.taschini@univr.it
045 802 8736
Study Plan
The Study Plan includes all modules, teaching and learning activities that each student will need to undertake during their time at the University. Please select your Study Plan based on your enrolment year.
| Modules | Credits | TAF | SSD |
|---|
| Modules | Credits | TAF | SSD |
|---|
1° Year
| Modules | Credits | TAF | SSD |
|---|
2° Year activated in the A.Y. 2018/2019
| Modules | Credits | TAF | SSD |
|---|
| Modules | Credits | TAF | SSD |
|---|
Legend | Type of training activity (TTA)
TAF (Type of Educational Activity) All courses and activities are classified into different types of educational activities, indicated by a letter.
Private banking and wealth planning (2018/2019)
Teaching code
4S006070
Teacher
Coordinatore
Credits
9
Also offered in courses:
- Private banking of the course Master’s degree in Banking and Finance
Language
Italian
Scientific Disciplinary Sector (SSD)
SECS-P/11 - FINANCIAL MARKETS AND INSTITUTIONS
Period
secondo semestre lauree magistrali dal Feb 25, 2019 al May 31, 2019.
Learning outcomes
The goal of the course is to focus on the management strategies that are followed by financial intermediaries in the business areas of private banking and wealth planning. While in the first part of the course, dedicated to private banking (6 credits), there is an in-depth analysis of the range of services that characterize investment advice to private and affluent clients, in the second part of the course, dedicated to wealth planning (3 credits), there is a focus on asset protection services that affect both private and corporate clients.
Program
A. Module of PRIVATE BANKING
1. The advisory service to private clients: the goals to be reached and the different players in the sector.
2. The fee based advice versus the rebates based advice.
3. The Rules and the Guideliness to be followed in the advisory service: from the "know your customer rule" to the "product governance framework".
4. The strategic asset allocation: putting Markowitz at work.
5. The tactical asset allocation.
6. The mutual funds evalution: how to map and how to rank them.
7. From asset allocation to product allocation.
8. How to measure the MWRR and TWRR and the performance attribution process.
B. Module of WEALTH PLANNING
9. Family business and private wealth.
10 How to protect the private wealth.
11. Estate planning and fiscal optimisation for the family business and for the private wealth.
12. How to organize in the private banking sector the wealth planning activity.
| Author | Title | Publishing house | Year | ISBN | Notes |
|---|---|---|---|---|---|
| Basile Ignazio, Braga Maria Debora, Ferrari Pierpaolo (a cura di) | Asset management e investitori istituzionali | Pearson | 2019 |
Examination Methods
The final examination will be written trough a first part with multiple choice and a second part trough case studies.
Type D and Type F activities
| years | Modules | TAF | Teacher | |
|---|---|---|---|---|
| 1° | An Introduction to the History of Economics and Business Economics | D |
Sergio Noto
(Coordinatore)
|
|
| 1° | Introduction to dynamic optimization with economic applications | D | Not yet assigned | |
| 1° 2° | Python Laboratory | D |
Marco Minozzo
(Coordinatore)
|
|
| 1° 2° | Advanced Excel Laboratory (Verona) | D |
Marco Minozzo
(Coordinatore)
|
|
| 1° 2° | Excel Laboratory (Verona) | D |
Marco Minozzo
(Coordinatore)
|
|
Career prospects
Module/Programme news
News for students
There you will find information, resources and services useful during your time at the University (Student’s exam record, your study plan on ESSE3, Distance Learning courses, university email account, office forms, administrative procedures, etc.). You can log into MyUnivr with your GIA login details: only in this way will you be able to receive notification of all the notices from your teachers and your secretariat via email and soon also via the Univr app.
Graduation
List of theses and work experience proposals
| theses proposals | Research area |
|---|---|
| Tesi di laurea magistrale - Tecniche e problemi aperti nel credit scoring | Statistics - Foundational and philosophical topics |
| Fattori ESG e valutazione d'azienda | Various topics |
| Il metodo Monte Carlo per la valutazione di opzioni americane | Various topics |
| Il Minimum Requirement for own funds and Eligible Liabilities (MREL) | Various topics |
| L'acquisto di azioni proprie | Various topics |
| Proposte Tesi A. Gnoatto | Various topics |
