In an increasingly volatile and complex financial world, wealth management and market investment are no longer exclusive topics for specialists.
Digitalization has democratized access to capital markets, new asset classes—such as cryptocurrencies—are emerging strongly, and taxation has become a decisive factor in profitability.
For private investors, entrepreneurs, and families, the question is no longer “should we invest?”, but rather “how can we protect, grow, and transfer wealth in an intelligent and sustainable way?”.
This is precisely where this Short Program comes in: to transform financial decisions into conscious, informed, and profitable strategies.
AESE Business School
Calçada Palma de Baixo 12, 1700-177 Lisbon
Subject to confirmation
Full day and morning
Subject to confirmation
Portuguese
General: €900
Benefits
- Understand the dynamics of financial markets, their macroeconomic context, and the factors influencing prices and cycles
- Master the main fundamental, technical, and structural analysis tools to evaluate investment opportunities
- Learn about the main investment instruments and alternatives, their risks and returns, including traditional assets and crypto-assets
- Acquire skills to organize and manage family portfolios systematically, integrating taxation, diversification, and succession planning
Recipients
This program is aimed at:
Participants with prior knowledge who want to deepen their skills with more structured and current approaches
Private investors who wish to better manage their investments and family wealth
Entrepreneurs and managers seeking solid and diversified financial strategies to protect and multiply their assets
Professionals without prior experience in financial markets who intend to build a solid foundation and start investing safely.
Teachers
Specialist in trading and technical analysis with over 25 years of international experience. He collaborates with financial institutions and universities and is the author of the “Step-by-step Markets” channel.
PhD candidate in Economics and lecturer in the areas of macroeconomics, statistics, and econometrics. Consultant in financial analysis and markets.
AESE Professor with extensive experience in wealth management and investment strategies.
AESE Professor with practical experience in taxation and financial planning
CEO at Dolat Capital-Investment Company
Specialists in crypto-assets, applied taxation, and succession planning will also be invited, ensuring a cross-sectional and updated perspective.
Methodology
The program combines theory with applied practice, promoting:
- Colloquium-conferences with experience sharing and debate
- Group work for the application of concepts and case resolution
Price
€720
(up to 1 month in advance)€720
€900
All prices are subject to VAT at the applicable statutory rate.
Registration confirmation is subject to prior payment.
AESE reserves the right to cancel the Short Program up to one week before it is scheduled to take place if the necessary conditions are not met.
Registration
Register using the form above or contact the admissions team for more information.
