Private Banking & Wealth Management

PRIVATE BANKING & WEALTH MANAGEMENT

Course Coverage

Some investors believe in conservative long-term planning. The key to managing assets in such a way that wealth continues to grow while the risk is mitigated. With our courses, wealth managers and private bankers gain the knowledge and master the skill of executing the right strategy in the financial markets to increase the client’s wealth.

Who is it for?

  • Broker Representative
  • Compliance Officer / Anti-Money Laundering Officer / Internal Controller
  • Trading Manager / Operations Manager / Clearing Officer
  • Risk Management Officer
  • Promoter


Course Range

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

Advanced Relationship Management for Private Bankers

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.

Behavioral Finance

 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.

Derivatives & Hedging

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

Economics & Capital Market Expectations

 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.

Equity Investing

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.

Financial Maths

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

Financial Reporting & Analysis

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.

Fixed Income Investing

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.

Foreign Exchange Hedging

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

Hedge Funds Investing

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.

High Frequency Trading

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

Islamic Finance

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.

Performance Measurement & Attribution

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.

Portfolio Management & Asset Allocation

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

Private Equity Investing

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

Real Estate Analysis & Valuation

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

Relationship Management for Private Bankers

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

Structured Products

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.

Trading Simulation

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