Personal Investment Portfolio

A bachelor's degree program in the specialisation "Personal Investment Portfolio" will provide you with the skills you need to successfully build and manage financial portfolios and entire funds.

Our curriculum covers a wide range of topics, such as:

• Introduction to personal finance and investment portfolio management: you will learn about a variety of assets, including traditional (e.g. stocks, bonds), non-traditional (e.g. Real Estate, minerals) and new (e.g. cryptocurrencies, NFTs) and how to manage them,
• Investment psychology and risk management: you will learn how to identify and minimize investment risks and understand the psychological aspects of investment decision-making,
• techniques of financial market analysis:you will master fundamental and technical analysis of markets, which will help you make sound investment decisions,
• building and managing an investment portfolio: you will acquire the skills to construct and manage an investment portfolio, taking into account different investment strategies and objectives.

Is this for you?

This specialization is for those who want to become investors as well as investment portfolio and fund managers. Regardless of your or your clients’ investment strategies, at the end you will be ready to successfully build and manage financial portfolios or entire funds.

What skills will you obtain?

Courses are grouped into four segments. After an introduction to personal finance, you will be taught about advantages, disadvantages and the purpose/role of traditional (e.g., stocks, Exchange Traded Funds, bonds), non-traditional (e.g., minerals, energy, real-estate, currencies) and new (e.g., cryptocurrency, NFTs) investment assets. Since real-life investing is as much about psychology as it is about analysis, we will teach you how to manage risk and use behavioural finance to your advantage. After learning how to conduct fundamental and technical analysis of the markets, you will be ready to build your financial portfolios. Since portfolio building and management require practice and experience, the last three courses are devoted to obtaining just that.

Who will teach you?

Our staff consists chiefly of business-experienced personnel. Therefore, we do not focus on teaching you the textbook (definitions, formulas etc.) beyond what is necessary; we rather focus on teaching you solid, skills that our staff has been using in their real-world business activities for decades. These skills will be your selling points when applying for work. Hence, most of the assignments in our program are projects based on real-life cases.

Main courses

1. Introduction to personal investing – Deepanshu Lakhwan & Dr Tomasz M. Napiórkowski, MBA
2. Investments I: Stocks bonds and their markets – Deepanshu Lakhwan & Dr Tomasz M. Napiórkowski, MBA
3. Investments II: Minerals, energy, real-estate and similar investments – Deepanshu Lakhwan
4. Investments III: Foreign exchange and foreign exchange market – Deepanshu Lakhwan & Dr Tomasz M. Napiórkowski, MBA
5. Investments IV: Neofinance – Karol Strzała, MBA, LL.M
6. Psychology of investing: Risk management – Dr Martin Dahl
7. Psychology of investing: Behavioural finance – Dr Martin Dahl
8. Fundamental and technical financial analysis – Deepanshu Lakhwan
9. Portfolio building I: Safety net portfolio – Dr Tomasz M. Napiórkowski, MBA
10. Portfolio building II: Defensive, long-term portfolio – Dr Tomasz M. Napiórkowski, MBA
11. Portfolio building III: Active, short-term portfolio – Dr Tomasz M. Napiórkowski, MBA

Elective courses

1. Role of finance in life and business management – Dr Tomasz M. Napiórkowski, MBA
2. Introduction to corporate finance – Deepanshu Lakhwan
3. Firm management IV: Ethics in corporate finance – Dr Anna Napiórkowska
4. Firm simulation I: Simulation game (1/2) – Karol Strzała, MBA, LL.M
5. Current topics in finance – Dr Tomasz M. Napiórkowski, MBA    

Why choose our specialization?

• you will gain specialized knowledge and practical skills on. building financial portfolios: you will learn about various investment asset classes, you will acquire skills to effectively build and manage financial portfolios and investment funds,
• you will develop risk and financial management skills: you will learn investment risk management techniques and the use of behavioral finance, which will help you make sound investment decisions,
• knowledge will be imparted to you by experienced lecturers: our lecturers have business experience, constantly update the curriculum, integrating the latest investment trends and technologies, which provides students with access to up-to-date and practical investment knowledge,
• you will get the opportunity to study in an efficient way: we offer access to n the necessary tools (e-learning platform, IT infrastructure, sequential system of classes allowing integration of professional activity with studies).