Private Banking & Wealth Management

This course equips participants with best practice skills and tools to enhance client interactions and relationships, resulting in improved sales outcomes.

This knowledge will give you an edge when it comes to making financial decisions better and understand investors psychology and underlying reasons for investors pitfalls to strengthen advisor client relationship.

 This course will provide an in depth overview of derivatives and how they are used in financial markets to mitigate or transfer risk.

Assess current economic scenarios of the G7 nations and the implications on the financial markets, for policy makers and investors alike.

 Stocks are a critical part of any investment portfolio. Our course help to understand how they work to make better decisions about investing and their valuation.

This course is designed to provide delegates with a clear and simple explanation of the time value of money and how it is used in practice in the valuation of fixed income instruments.

Our course focuses on the role of financial accounting principles Analysis and processes in creating and reporting an organization’s financial statements.

In-depth understanding on best practices for bond portfolio management techniques and how it can deliver sustainable returns and manage risk. Also, learn about effective investment strategies to maximize risk-adjusted returns over the long term.

Learn to effectively manage FX transactions with a thorough understanding of FX market and its related instruments from both a hedging and trading point of view.

Understand role of hedge funds in asset management, analyze strategies and Improve your investment portfolio following hedge funds management best practice.

Course gives a more formal understanding of HFT along with its possible benefits and drawbacks, staying informed about current trends and future developments, impact on markets and updating on regulatory scenario.

Explore how Islamic Banking has evolved, the products, regulatory framework and application of Sharia Laws.

Learn to calculate returns against benchmark and measure investment performance effectively. Implement risk-adjusted measures and use attribution of recent developments to increase the consistency of your results.

Learn the different guidelines for selecting appropriate asset classes and the most-recent techniques of asset allocation & comprehend the risks and rewards of a wide range of core investment products.

Private equity is an important asset in the portfolio now with its potential for high returns.

Learn about valuation techniques, funding options, financial projections on a project or property and investment performance evaluation overseas and in emerging markets.

Gain thorough insights of professional relationship management skills, designed to meet your specific needs and requirements using practical and effective tools and skills.

Understand full suite of structured products and their applications. Can also provide deeper understanding on how structured products are created and offered to investors

Experience the stress, continuous demands, fast needed action and disappointments of a typical trading day. Interact with market players (both real and fictitious) based on news and price changes.