Banking and investment advice

Collegium Humanum - Warsaw Management School
Duration 3 years / 2 years
Studies extramural
Received the degree of Bachelor / Master

Study direction description

The specialization provides theoretical and practical preparation to work in independent workplaces related to process management and the implementation of tasks in a bank, at a financial intermediary or as part of your own business. The banking and investment advisory specialization covers the thematic scope of the economic and financial structure of the European Union, profitability analysis, matching products and services to customer needs, credit risk, market risk, operational risk as well as personal finance planning and corporate finance management support.


Document obtained Diploma



What will you learn?

Interpretation of economic and financial phenomena in terms of economic and financial needs of the household.
Diagnosing and managing property, personal and financial market risk.
The use of financial instruments in accordance with their functions to meet the economic and financial needs of households.
Application of methods and tools for assessing various types of financial instruments in terms of their effectiveness and risk.
Preparation of comprehensive household financial plans.

Job prospects

Bank advisor
Insurance companies
With the EU structural funds.

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