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.
Study Plan
This information is intended exclusively for students already enrolled in this course.If you are a new student interested in enrolling, you can find information about the course of study on the course page:
Laurea magistrale in Banca e finanza - Enrollment from 2025/2026The 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 enrollment year.
1° Year
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2° Year activated in the A.Y. 2017/2018
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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 and corporate banking - MODULO I (2017/2018)
Teaching code
4S01773
Teacher
Credits
6
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 Magistrali dal Feb 26, 2018 al May 25, 2018.
Learning outcomes
The aim of the course is to analyze the policies and strategies adopted by financial intermediaries in the field of the private banking and corporate banking. In the first module, devoted to private banking (for 6 credits), the focus is on the different solutions managed by financial intermediaries (banks, asset management companies and financial advisor networks) in the financial advisory and in the financial planning services offered to private customers.
Program
For the module devoted to private banking:
The different steps of the investment advisory service:
- the risk tolerance questionnaire
- the strategic asset allocation process
- the tactical asset allocation process
- the inital and the ongoing suitability evalutaion
- the mapping and ranking of UCITS
- the translation of portfolios into a mix of instruments/products
- the performance evaluation tecniques
- the performance attribution process.
Author | Title | Publishing house | Year | ISBN | Notes |
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Paola Musile Tanzi | Manuale del private banker (Edizione 7) | Egea | 2016 |
Examination Methods
The exam will be organized in two parts: the first one with multiple choice and the second one with case studies to be discussed and exercises to be solved.