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?
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
Participants to this seminar 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. seminar methodology includes case studies, role play and group discussions analysing and evaluating the key issues facing private banking and wealth management today.
The OXFORD Private Banking & Wealth Management training course is highly participatory ensuring that delegates leave with new skills to benefit their personal and organizational development.
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
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
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
Major Investment Decisions/Determining your Investment Objectives
Preparation of a Client Profile
An Introduction to the Major Classes of Investments & their Characteristics: