Introduction to Retail Banking

Lehrinhalte

• Basics of investment: investment triangle • Definitions: Bonds, shares & investment funds • Consultant/advisor liability • Preparation of a finance plan • Financing methods • Loan decision • Loan collaterals

Art der Vermittlung

face to face

Art der Veranstaltung

compulsory

Empfohlene Fachliteratur

Lecturer's handouts

Lern- und Lehrmethode

Lecture, PowerPoint slides, discussion of examples with students

Prüfungsmethode

Written exam

Voraussetzungen laut Lehrplan

None

Schnellinfos

Unterrichtssprache

Deutsch

Studienjahr, in dem die Lerneinheit angeboten wird

WS2027

Incoming

Nein

Lernergebnisse der Lehrveranstaltung

After successful completion of the course, the students can • name the components of an account maintenance/banking agreement • label information and processing methods of financing • advise private customers regarding investment in and financing of standard products

Kennzahl der Lehrveranstaltung

0229-19-01-VZ-DE-02