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 lauree magistrali | Oct 1, 2018 | Dec 21, 2018 |
| secondo semestre lauree magistrali | Feb 25, 2019 | May 31, 2019 |
| Session | From | To |
|---|---|---|
| sessione invernale lauree magistrali | Jan 7, 2019 | Feb 22, 2019 |
| sessione estiva lauree magistrali | May 27, 2019 | Jul 5, 2019 |
| Sessione autunnale | Aug 26, 2019 | Sep 13, 2019 |
| Session | From | To |
|---|---|---|
| Sessione autunnale (validità a.a. 2017/18) | Dec 6, 2018 | Dec 7, 2018 |
| Sessione invernale (validità a.a. 2017/18) | Apr 3, 2019 | Apr 5, 2019 |
| Sessione estiva (validità a.a. 2018/19) | Sep 10, 2019 | Sep 11, 2019 |
| Period | From | To |
|---|---|---|
| Festa di Ognissanti | Nov 1, 2018 | Nov 1, 2018 |
| Festa dell’Immacolata | Dec 8, 2018 | Dec 8, 2018 |
| Vacanze di Natale | Dec 22, 2018 | Jan 6, 2019 |
| Vacanze di Pasqua | Apr 19, 2019 | Apr 23, 2019 |
| Festa della liberazione | Apr 25, 2019 | Apr 25, 2019 |
| Festa del lavoro | May 1, 2019 | May 1, 2019 |
| Festa del Santo Patrono - S. Zeno | May 21, 2019 | May 21, 2019 |
| Attività sospese (vacanze estive) | Aug 5, 2019 | Aug 23, 2019 |
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 |
|---|
1° Year
| Modules | Credits | TAF | SSD |
|---|
2° Year
| 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
Scientific Disciplinary Sector (SSD)
SECS-P/11 - FINANCIAL MARKETS AND INSTITUTIONS
Language
Italian
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.
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.
Type D and Type F activities
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.
Linguistic training CLA
Gestione carriere
Area riservata studenti
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 |
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.