Financial and succession planning for SMEs

Financial and succession planning for SMEs

You will learn about the contents of careful financial planning. Both the private and business spheres are analyzed against the background of an investor's goals and risk appetite. The focus is on the legal and tax structuring options for asset succession - during your lifetime, but also in the event of death. In addition to national issues, cross-border matters also play a role in the case of larger assets.

With regard to business assets, you will be introduced to classic structuring mistakes so that you can avoid pitfalls. One focus is the tax optimization of asset succession. You will learn about the mechanisms of inheritance tax valuation and tax relief. With this knowledge, you will be able to optimally plan the basic structures of tax succession - and thus preserve your business for future generations.

Who is the course suitable for?

You are the owner of an SME, want to hand over your business to the next generation and want to optimize this process. The certificate is also suitable for people who work in an advisory capacity in this area, e.g. in investment advice or asset management.

The most important facts about your university certificate:

You will receive 10 ECTS for the university certificate, which can be credited towards the Master's in Finance*.

• Admission requirements: none
• Duration of study: 6 months + 6 months free extension
• Credit points: 10 ECTS
• Exam form: Submission task
• Start of studies: at any time
• Costs: EUR 165 per month, EUR 990 in total

The university certificate is Online and without compulsory attendance completed.

Are you interested? Then contact our student advisory service, we look forward to hearing from you!

You will find the registration form in the Online application.

* If you have a university entrance qualification.