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- Wealth Management: Life-Cycle Financial Planning
Wealth Management: Life-Cycle Financial Planning
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Short Overview
The programme “Wealth Management: Life-Cycle Financial Planning” offers a comprehensive and practical approach to personal and household financial planning across all stages of life. Drawing on the latest findings from international academic research, it transforms complex theories and scientific models into simple, understandable, and actionable tools for financial decision-making.
Participants will become familiar with fundamental concepts such as the economic life cycle, human and financial capital, intertemporal consumption and saving, wealth accumulation and decumulation, and retirement planning.
The programme demonstrates how decisions regarding employment, consumption, saving, and retirement are interconnected and influence long-term financial well-being. Particular emphasis is placed on the transition from human capital—the ability to generate income through work—to financial capital, enabling participants to effectively plan for the maintenance of their desired standard of living throughout their lifetime.
The educational material includes recorded video lectures, presentation slides, detailed lecture notes, podcasts, and supplementary learning resources, providing a flexible and engaging learning experience. The programme aims to bridge the gap between academic theory and everyday practice by offering participants a scientifically grounded framework for planning their financial journey from the beginning of their professional career through retirement.
Learning Goals
Upon completion of the program, the trainee will be in the position to:
- Explain the fundamental principles of the life-cycle framework and the role of human capital in wealth creation.
- Assess the relationship between labour income, saving behaviour, and long-term financial well-being.
- Apply practical strategies for regularly investing small amounts of money with the objective of building wealth over time.
- Explain the risks faced by investors over long-term investment horizons.
- Recognise the challenges associated with the transition to retirement.
- Develop strategies to manage longevity risk and maintain financial well-being throughout retirement.
Program Value
Upon successful completion of the programme, participants will acquire the knowledge and practical tools needed to effectively plan their financial journey throughout their life cycle. They will be able to make informed decisions regarding saving, wealth management, and retirement planning, while applying modern scientific insights and evidence-based best practices to support their long-term financial well-being.
Teaching Material
The educational material includes recorded video lectures, presentation slides, detailed lecture notes, podcasts, case studies, and practical real-world applications. In addition, participants will have access to academic articles, supplementary digital resources, and self-assessment quizzes designed to enhance understanding and facilitate the application of key concepts to real-life financial decision-making.
Learning Method Description
The program uses the eLearning educational method: learning takes place purely asynchronously (that is, on days and hours that serve the trainee, without mandatory attendance at a specific time or day), exclusively remotely (using a special educational platform via the internet from the trainee's area) and using digital educational tools such as video lectures, interactive self-assessment exercises, and other elearning tools that ensure effective and flexible individual self-learning. The program's training material becomes available at specific time periods, based on the training path followed, and then remains available on the training platform without restrictions throughout the duration of the program.
Teaching Language
Greek
Application deadline: 16/10/2026
Program start: 21/10/2026
Program completion: 13/12/2026
Scientific area
Way to follow
ECTS units: 2
Hours of asynchronous training: 51
Includes training hours (indicative) using an asynchronous distance learning (eLearning) platform.
Includes training hours (indicative) using an asynchronous distance learning (eLearning) platform.
Additional hours of employment: 9
Additional hours of work are included (indicative) and may include individual study, writing assignments, participation in field visits, participation in exams, etc.
Additional hours of work are included (indicative) and may include individual study, writing assignments, participation in field visits, participation in exams, etc.
Total hours: 60
The total hours include hours of synchronous and asynchronous training, as well as additional hours of employment.
The total hours include hours of synchronous and asynchronous training, as well as additional hours of employment.
Weeks of training: 7
Weeks in which activities of any kind are planned are included.
Weeks in which activities of any kind are planned are included.
Vocational Education and Training Certificate
Trainees who successfully complete the program are granted a Vocational Education and Training Certificate of the Center for Education and Lifelong Learning of the Athens University of Economics and Business, which is accompanied by a Supplement to the Certificate, detailing the subject of the program, the thematic units attended by the trainee , as well as the training methodology followed.
Target Audience
This programme is designed for individuals who wish to acquire knowledge and practical skills in personal and family wealth management, regardless of age, professional background, educational level, or prior financial knowledge. It is suitable for employees, self-employed professionals, entrepreneurs, young adults planning their financial future, as well as anyone seeking to manage their finances more effectively and make well-informed financial decisions throughout the different stages of their life cycle.
In addition, the programme is intended for professionals working in financial services, wealth management, banking, insurance, and investment-related fields, as well as business executives, financial advisors, accountants, and other professionals who wish to enhance their expertise in strategic financial planning, wealth management, and the provision of comprehensive financial advisory services to individuals and households. The programme offers a structured and practical framework for understanding the challenges and opportunities associated with financial decision-making across the life cycle.
Prerequisite Knowledge
No prior knowledge, academic prerequisites, or professional experience are required for participation in the programme. The programme is designed to be accessible to participants regardless of their educational or professional background. The only required supporting document for admission is a curriculum vitae (CV).
Scientific Coordinator
Program Tutors
Cost
ELEARNING: 300€
Installements
The total amount of tuition is €300 and is paid in two installments. The first installment (€150) is paid as an advance before the start of the courses, to secure a place, and the second (€150), is paid before the program is half completed. In the event of a discount, the above amounts are reduced proportionally. Especially in the case of a 20% discount, the above amounts are set at €240 (total amount), €150 (first installment - advance payment) and €90 (second installment).
Trainees are informed of the installment amounts and related deadlines via email upon their acceptance into the program.
ΕΠΙΚΟΙΝΩΝΙΑ
Κεφαλληνίας 45, 11257, Αθήνα
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dummysecretariat@diaviou.aueb.gr
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dummy210 8203 913
Ειδικά για τα Δια Ζώσης Προγράμματα:
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dummydiazosis@diaviou.aueb.gr
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dummy210 8203 916, 912, 914
Ειδικά για τα eLearning Προγράμματα:
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dummyelearning@diaviou.aueb.gr
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dummy+30 210 8203 753
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