Private Banking & Wealth Management

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 1

An Overview of Private Banking & Wealth Management

Day 2

Investment Planning

Day 3

Protecting Wealth & Reducing Risk

Day 4

 Evaluating Investments and Portfolio Performance

Day 5

 Passing on Wealth