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.
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.
The Academic Calendar sets out the degree programme lecture and exam timetables, as well as the relevant university closure dates..
Definition of lesson periods
primo semestre (lauree magistrali)
Oct 5, 2020
Dec 23, 2020
secondo semestre (lauree magistrali)
Mar 1, 2021
Jun 1, 2021
Jan 11, 2021
Feb 12, 2021
Jun 7, 2021
Jul 23, 2021
Aug 23, 2021
Sep 17, 2021
sessione autunnale (validità a.a. 2019/20)
Dec 9, 2020
Dec 11, 2020
sessione invernale (validità a.a. 2019/20)
Apr 7, 2021
Apr 9, 2021
sessione estiva (validità a.a. 2020/21)
Sep 6, 2021
Sep 8, 2021
Vacanze di Natale
Dec 24, 2020
Jan 6, 2021
Vacanze di Pasqua
Apr 3, 2021
Apr 6, 2021
Aug 9, 2021
Aug 15, 2021
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.
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.
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.
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.
Basile Ignazio, Braga Maria Debora, Ferrari Pierpaolo (a cura di)
Asset management e investitori istituzionali
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.
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.
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.