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 | Sep 30, 2019 | Dec 20, 2019 |
| secondo semestre magistrali | Feb 24, 2020 | May 29, 2020 |
| Session | From | To |
|---|---|---|
| Sessione invernale magistrali | Jan 7, 2020 | Feb 21, 2020 |
| Sessione estiva magistrali | Jun 3, 2020 | Jul 10, 2020 |
| Autumn Session exams | Aug 24, 2020 | Sep 11, 2020 |
| Session | From | To |
|---|---|---|
| Autumn Session | Dec 2, 2019 | Dec 4, 2019 |
| Winter Session | Apr 7, 2020 | Apr 9, 2020 |
| Summer session | Sep 7, 2020 | Sep 9, 2020 |
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
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 |
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1° Year
| Modules | Credits | TAF | SSD |
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2° Year
| Modules | Credits | TAF | SSD |
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| Modules | Credits | TAF | SSD |
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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 (2019/2020)
Teaching code
4S006070
Teacher
Coordinatore
Credits
9
Scientific Disciplinary Sector (SSD)
SECS-P/11 - FINANCIAL MARKETS AND INSTITUTIONS
Language
Italian
Period
secondo semestre magistrali dal Feb 24, 2020 al May 29, 2020.
Learning outcomes
Obiettivo del corso è quello di soffermarsi sulle logiche gestionali che vengono seguite dagli intermediari finanziari nelle aree d’affari del private banking e del wealth planning. Mentre nella prima parte del corso, dedicata al private banking (per 6 crediti), si approfondisce l’analisi della gamma di servizi che caratterizza la consulenza in materia di investimenti rivolta alla clientela private e affluent, nella seconda parte del corso, dedicata al wealth planning (per 3 crediti), ci si focalizza prevalentemente sui servizi di tutela del patrimonio che interessano sia la clientela private, sia la clientela corporate.
Program
A. 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. 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.
Text Books:
For people attending the classroom: slides, case studies, papers, selected meterials deliverd during the lessons.
For people not attending the classroom:
I. BASILE, M.D. BRAGA e P. FERRARI (a cura di), Asset management e investitori istituzionali, II edizione, Pearson, 2019, capitoli: 2, 3, 4, 5, 6, 7, 8, 9.
Selected materials to be asked to the course coordinator.
Bibliografia
| 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.
In the summer session, due to the peculiar situation linked to COVID 19, the final examination will be organized as follow:
- for people attending the classroom, in written format;
- for people not attending the classroom, in oral format.
Type D and Type F activities
| years | Modules | TAF | Teacher | |
|---|---|---|---|---|
| 2° | (click to insert) Simulation and Implementation of Economic Policies | D |
Federico Perali
(Coordinatore)
|
|
| 1° 2° | Enactus Verona 2020 | D |
Paola Signori
(Coordinatore)
|
|
| 1° 2° | Parlare in pubblico e economic writing | D |
Martina Menon
(Coordinatore)
|
|
| 1° 2° | Samsung Innovation Camp | D |
Marco Minozzo
(Coordinatore)
|
|
| years | Modules | TAF | Teacher | |
|---|---|---|---|---|
| 2° | (click to insert) Simulation and Implementation of Economic Policies | D |
Federico Perali
(Coordinatore)
|
|
| 1° 2° | Predictive analytics for business decisions - 2019/20 | D |
Claudio Zoli
(Coordinatore)
|
|
| 1° 2° | Professional communication for economics - 2019/20 | D |
Claudio Zoli
(Coordinatore)
|
|
| 1° 2° | Parlare in pubblico e economic writing | D |
Martina Menon
(Coordinatore)
|
|
| 1° 2° | Regulation, procurement and competition - 2019/20 | D |
Claudio Zoli
(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.
Gestione carriere
Internships
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 |
| Il metodo Monte Carlo per la valutazione di opzioni americane | Various topics |
Linguistic training CLA
Further services
I servizi e le attività di orientamento sono pensati per fornire alle future matricole gli strumenti e le informazioni che consentano loro di compiere una scelta consapevole del corso di studi universitario.