Introduction to Retail Banking

• 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 (engl.)

Cycle

Bachelor

ECTS Credits

3.00

Language of instruction

English

Curriculum

Full-Time

Academic year

2022

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

1229-19-01-VZ-EN-02