Warsaw, Poland

Personal Investment Portfolio
(field of studies: Finance)

Bachelor's
Table of contents
Personal Investment Portfolio study

⇑Personal Investment Portfolio at ARŁ

Field of studies: Finance
Language: EnglishStudies in English
Subject area: economy and administration
Kind of studies: full-time studies
  • Description:

  • pl
University website: www.lazarski.pl/en

⇑Why choose the Personal Investment Portfolio specialisation at Lazarski University in Warsaw?

Dlaczego warto studiować w Akademii Łazarskiego w Warszawie
Why study it:

Personal Investment Portfolio is a specialisation within the Finance programme at Lazarski University in Warsaw, taught in English over three years of full-time bachelor's studies. It is for you if you want to build practical investing skills and learn to design, manage and optimise a portfolio.

Programme: markets, risk and asset classes

The specialisation helps you understand financial markets, manage risk and allocate capital across different asset classes.

You work with traditional assets such as stocks and bonds, non-traditional ones such as real estate, minerals and energy, and newer ones such as cryptocurrencies and NFTs. Analytical tools are combined with real-world market insight, so you learn to build a portfolio that supports sound decisions and long-term financial independence. Most exercises are projects based on real business cases. The first two years lay foundations in business, economics, mathematics, statistics and finance, and the third year is devoted to building portfolios. The mode of study is efficient, with e-learning platforms, IT infrastructure and a sequential system of classes that lets you combine studies with professional activity.

Specialisation: four building blocks of investing

The curriculum rests on four components:

  • personal finance and portfolio management, including foreign exchange and the investment markets
  • investment psychology and risk management, with behavioural finance
  • fundamental and technical analysis of financial markets
  • building and managing portfolios, from a safety-net portfolio to a defensive long-term and an active short-term one

Placements: internships and practitioners

The final year includes internships, and lecturers with business backgrounds, together with guest speakers from Warsaw and abroad, share their career paths and the mistakes they learnt from.

After graduation: investor and portfolio roles

Graduates may work as:

  • investment analyst
  • portfolio manager
  • financial planner
  • asset manager
  • risk manager
  • wealth manager

Did you know? During your studies you can take part in an investment portfolio management competition.

Based on the programme pages at lazarski.pl.

⇑Test: Is Personal Investment Portfolio the right fit for you?

Personal Investment Portfolio test

Answer all the questions and find out if Personal Investment Portfolio is the right field of study for you!

1. Do you enjoy analysing numbers and financial data?

2. How interested are you in following stock markets and economic news?

3. Do you enjoy making decisions under uncertainty and risk?

4. How comfortable are you with long-term financial planning?

5. Do you enjoy comparing different investment options (e.g., stocks, bonds, funds)?

6. How do you feel about using analytical tools and software for financial decisions?

7. Do you enjoy setting personal financial goals and monitoring progress?

8. How much do you value financial independence and wealth management skills?

9. Do you like learning about global markets and international finance?

10. What motivates you most about studying Personal Investment Portfolio?

⇑Definitions and quotes

Investment
In general, to invest is to allocate money (or sometimes another resource, such as time) in the expectation of some benefit in the future – for example, investment in durable goods, in real estate by the service industry, in factories for manufacturing, in product development, and in research and development. However, this article focuses specifically on investment in financial assets.
Investment
Investment of capital, to yield its fruit in the future, must be based on expectations, of opportunities in the future. When I put this to Hayek, he told me that this was indeed the direction in which he had been thinking. Hayek gave me a copy of a paper on 'intertemporal equilibrium', which he had written some years before his arrival in London; the conditions for a perfect foresight equilibrium were there set out in a very sophisticated manner.
John Hicks, Money, Interest and Wages (1982), p. 6.
Investment
The line separating investment and speculation, which is never bright and clear, becomes blurred still further when most market participants have recently enjoyed triumphs. Nothing sedates rationality like large doses of effortless money. After a heady experience of that kind, normally sensible people drift into behavior akin to that of Cinderella at the ball. They know that overstaying the festivities — that is, continuing to speculate in companies that have gigantic valuations relative to the cash they are likely to generate in the future — will eventually bring on pumpkins and mice. But they nevertheless hate to miss a single minute of what is one helluva party. Therefore, the giddy participants all plan to leave just seconds before midnight. There's a problem, though: They are dancing in a room in which the clocks have no hands.
Warren Buffett, Berkshire Hathaway 2000 Chairman's Letter
Investment
It is the rate of investment which governs the rate of saving, and not vice versa.
Joan Robinson (1966) An Essay on Marxian Economics (Second Edition) Chapter VIII, The General Theory of Employment, p. 66.

Contact:

Świeradowska 43 str.
02-662 Warsaw, Poland
tel. (22) 54 35 555 / 501 513 037 680
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