Introduction to Retail Banking

Brief description

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

Mode of delivery

face to face

Type

compulsory

Recommended or required reading and other learning resources/tools

Lecturer's handouts

Planned learning activities and teaching methods

Lecture, PowerPoint slides, discussion of examples with students

Assessment methods and criteria

Written exam

Prerequisites and co-requisites

None

Infos

Degree programme

Banking and Finance (Bachelor)

Cycle

Bachelor

ECTS Credits

3.00

Language of instruction

German

Curriculum

Full-Time

Academic year

2024

Semester

1 WS

Incoming

No

Learning outcome

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

Course code

0229-19-01-VZ-DE-02