Private Banking _ Wealth Management

Introduction:

Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents.

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:

By the end of the course, 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