| COURSE : CERTIFIED PRIVATE BANKING & WEALTH MANAGEMENT PROFESSIONAL | |
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| Course Overview | Banks manage private wealth from all over the world, mainly as a result of favorable environmental factors like economic and political stability and strict privacy laws. This, together with traditional values like trustworthiness and discretion has made Switzerland one of the world’s leading wealth management centers, alongside the US and the UK. With a market share of 27%, Switzerland is the biggest manager of off-shore private assets. |
| Training Duration | Total Training Hours : 30 Hours Training Duration : 1 Week Total Training Days : 5 Working Days |
| Training Schedules | Weekdays (Sunday to Thursday) Regular Sessions : 6 Hrs Per day (9am to 2pm or 3.00pm to 9.00 pm) Food & refreshments Included WeekEnds (Friday & Saturday) Fast Track Sessions: 8 Hours per day (9am to 5pm) Food & refreshments Included |
| Certifications: | 1) Certificate from Laurels Training Institute, Attested by Knowledge & Human Development Authority (KHDA) government of Dubai, UAE OPTIONAL 2) Certificate from American Institute of Professional Studies (AIPS) from USA (After 15 Days of course Completion which will couriered to the attendees office address) |
| Tests | Yes |
| Learning Aids | Yes |
| Course Material | Hard & Soft Copies of Study Material |
| Language of Instruction | English |
| Instructor Helpline | Yes 1. Email 2. Social Media (For Emergency requirements) |
| Registration Requirements | 1. Passport Copy 2. Curriculum Vitae 3. Passport size photographs 4. Course Fee |
| Mode of Payment: | Cash / Cheque / Credit Card / Bank Transfer. |
| Eligibility Criteria (Who should attend this training) | Private Bankers Wealth Managers Private Bank & Wealth Managers and Team Leaders Bank & Financial Services Relationship Managers Financial Services Sales and Distribution Investment Advisors of wealthy individuals Family Office Representatives Assistants to Relationship Managers and Relationship Managers Back Office personnel who interact with front Office Officers |
| Course Benefits | As a participant in this program, you will be able to: Gain insight into the success factors of the Swiss private banking and wealth management industry Learn to advise international private banking clients Get to know different private banking client segments and their needs Combine different financial instruments to serve private banking clients Gain insight into the latest research and developments in the field of private banking and wealth management Get a first-hand look at the financial heart of Switzerland |
| Course Contents / Outline | Introduction to the Swiss private banking and wealth management industry Understanding your private banking client Professional advisory for private banking clients Portfolio management for private banking clients Financial planning Derivatives & structured products Alternative investments Organization, infrastructure and risk-management"
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