An Intensive 5-day Training Course

Private Banking & Wealth Management

How to Acquire, Protect and Preserve Wealth

NASBA

Course 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.

This OXFORD Management Centre training course will highlight:

  • Investment planning and the role of financial institutions, financial advisors, financial analysts and market
  • The major classes of investments & their characteristics
  • How to protect wealth & reduce risk?
  • How to evaluate investments and portfolio performance?
  • How to ensure your wealth can be passed on to your dependents?

Objectives

At the end of this training course, you will learn to:

  • Develop an efficient investment portfolio, increase wealth whilst minimising risk
  • Evaluate financial statements, investment and analysts reports to identify 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 volatilty, tax etc

Training Methodology

Participants to this training course will receive a thorough training on the subjects covered by the course outline with the tutor utilising a variety of proven adult learning teaching and facilitation techniques. Training methodology includes case studies, role play and group discussions analysing and evaluating the key issues facing private banking and wealth management today.

The Oxford Management Centre Private Banking & Wealth Management training course is highly participatory ensuring that delegates leave with new skills to benefit their personal and organizational development.

 

Organisational Impact

The organisation will benefit greatly from their employees participation.

  • Successfully build an integrated financial team
  • Gain new financial/investment skills in line with the latest international practices which will help to make more informed and hence better investment decisions.
  • Increase knowledge of the latest policies and procedures which can be shared amongst other departments of the company.
  • Facilitate the continuous and radical redesign of business processes to international standards
  • Ensure the finance culture permeates throughout the entire organization

Personal Impact

The training course will be of personal benefit to delegates by providing you with:

  • Develop professional skills of analysis and evaluation.
  • Increase their knowledge of the latest products, policies and procedures
  • Make more informed and hence better decisions.
  • Increase their importance to their organization
  • Be better placed to liaise effectively with other departments and colleagues regarding current practices and issues affecting the banking sector

Who Should Attend?

This course course is suitable for a wide range of professionals but will greatly benefit:

  • 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 Outline

Day One

 Day 1: An Overview of Private Banking & Wealth Management

  • Private Banking and Wealth Management Compared
  • The Roles & Scope of Private Banking & Wealth Management
  • The Private Banking and Wealth Management Market
  • Establishing & Maintaining Client Relationships
  • Maximising Return for both Client and Bank
  • Minimising Risk for both Client and Bank
Day Two

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 Three

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
Day Four

  • 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 Five

 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 Six

 Passing on Wealth

  • Retirement Planning - Pensions & Annuities
  • The Risks of Distributing Wealth
  • Life Expectancy & Wills
  • Estate Planning
  • Tax Planning & Inheritance Tax (where applicable)
  • Trusts

Certificate

Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.

Accreditation

NASBA

In association with

GLOMACS Training & Consultancy

GLOMACS Training & Consultancy

Visit website

Private Banking & Wealth Management
Duration
5 days
Format
Classroom, Live/Online
Language
English
Certificate
Yes
Choose the date and location that suits you:
Classroom Sessions
Dubai
26-30 May 2025
Fee: $5,950
Book your place
Dubai
08-12 Sep 2025
Fee: $5,950
Book your place
Online Sessions
Live/Online
08-12 Sep 2025
Fee: $3,950
Book your place

FREQUENTLY ASKED QUESTIONS

Category: FAQ page

To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us

Category: FAQ page

Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:

Category: FAQ page

Yes, Oxford Management Centre is accredited by the following professional bodies;

National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.

Category: FAQ page

Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]

Note: Discounts are not applicable with any other special offer that may be available.

Category: FAQ page

There are 2 easy ways to register:

  • Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
  • E-mail: Send your details to [email protected]
Category: FAQ page

We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.

For more information request, email [email protected] or call +971 50 985 0174.

Category: FAQ page

The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.

While, online training fees cover the course presentation and digital documentation and relevant materials.

Category: FAQ page

The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.

Category: FAQ page

Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.

Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.

Category: FAQ page

Upon receipt of your registration form, we will send you the following by e-mail:

  • Registration Confirmation
  • Invoice/Receipt (where appropriate)

If you register online you will receive an e-mail within 24 hours confirming your registration.


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