Private Banking and Wealth Management
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1- Online Training...with international accreditation. The value of participation per person is €1,450
2-Requirement : specifying the course, number of participants
implementation date, and joint coordination.
Group contracting ... 20% Discount For Each Participant In Any Group Of Five Person Or More
Other Places To Hold The Course :
KualaLumpur.. Istanbul.. Dubai.. Cairo.. Riyadh.. Jeddah.. Abu Dhabi.. Doha.. Muscat.. Sharm El Sheikh.. Kuwait.. Tripoli.. Amman.. Beirut.. Damascus.. Tunisia.. Casablanca.. London.. Paris.. Barcelona.. Amsterdam.. Brussels
Private Banking and Wealth Management
Introduction :
This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect, preserve, enjoy, and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.
Course Objectives :
At the end of this course, the participants will be able to :
- Develop an efficient investment portfolio, increase wealth whilst minimising risk
- Evaluate financial statements, investment and analysts reports identifying potential investments
- Evaluate the risk/volatility of major financial markets, e.g. International Stock Exchanges, Forex, Derivatives
- Calculate and evaluate risk-adjusted performance measurement
- Take steps to preserve the wealth guarding against inflation, market volatility, tax, etc
Targeted Audience :
- Professionals responsible for managing wealth on behalf of others
- Professionals working as part of a team responsible for investing funds, providing financial advise or analysis
- Those with aspirations to become financial analysts or financial advisors
- Those seeking to manage their own wealth
- Those with an interest in investment and portfolio planning
Course Outlines :
DAY 1 : An Overview of Private Banking & Wealth Management
- Private Banking and Wealth Management Compared
- The Roles & Scope of Banking & Wealth Management
- The Banking and Wealth Management Market
- Establishing & Maintaining Client Relationships
- Maximising Return for both Client and Bank
- Minimising Risk for both Client and Bank
DAY 2 : Investment Planning
- Major Investment Decisions/Determining your Investment Objectives
- Liquidity
- Income
- Growth
- Risk Reduction
- Preparation of a Client Profile
- An Introduction to the Major Classes of Investments & their Characteristics:
- Physical Assets: Property, Gold, Currency etc
- Financial Assets: Shares, Bonds, Collective Investments & Derivatives
- Financial Institutions, Financial Advisors & Financial Analysts
- Markets; Market Efficiency and Market Volatility
- The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors
DAY 3 : Protecting Wealth & Reducing Risk
- Risk v Return – the Risk-Return Trade-Off
- Measuring Risk – Beta, Standard Deviation, Market Volatility
- Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
- Protecting against Exchange Rate Risk in relation to:
- Transactions and Translation of Assets
- Investment Strategies in Bull & Bear Markets
- Life Assurance & Assurance Related Investments
DAY 4 : Evaluating Investments and Portfolio Performance
- Financial Analysis
- Fundamental Analysis
- Technical Analysis
- Financial Statements Analysis to identify investments
- Investment Ratio Analysis
- EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
- The Capital Asset Pricing Model (CAPM)
- Estimating the Return required for the Risk taken
- Enron – a warning to any investor
- Evaluating Portfolio Performance
- Jensen
- Traynor
- Sharpe
DAY 5 : Passing on Wealth
- Retirement Planning – Pensions & Annuities
- The Risks of Distributing Wealth
- Life Expectancy & Wills
- Estate Planning
- Tax Planning & Inheritance Tax (where applicable)
- Trusts
European Business Center Training Methodology :
Our training work is presented in a professional and attractive manner.. Interspersed with interceptive information to renew attention throughout the training period… We aim with this method to train the listener and interact… In addition to practical applications that target the direct skills and knowledge required to be achieved.. It is presented to the trainees in more than one way.. Practical exercises and applications.. Surveys and questions.. A training strategy has been adopted based on pairing between the theoretical and the professional and between the local and the global.
What Does The Participant Get From The Course?
Each participant obtains an internationally accredited training certificate from the European Business Center for Training and Development … which has the ISO certificate in quality No. 9001/2015 from the English international company UKAS .. and receives a training bag containing the scientific material via an electronic flash … in addition to an enjoyable and useful training that is reflected Positive and developmental for individuals and the institution
Note :
We can implement the training course in any of the cities referred to in this course..at the appropriate and required time for the trainees..through joint coordination with the training department at the center..the training is implemented in a distinctive manner according to the best quality standards so that we meet all training requirements and needs.
International Accreditations
European Business Center for Training and Development has obtained international and official accreditations with the highest and best international levels scientifically and technically, which reflect the level of outstanding performance in our training work.. so that it achieves what each participant aspires to by obtaining the best certificates with officially approved scientific and technical standards.
