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Description
Introduction
Private Banking is one of the pillars of the Luxembourg financial centre and the ever growing complexity of this business requires that a private banker possesses a solid knowledge of the financial instruments and their use as investment vehicles.
In order to provide this background the House of Training has developed a 6-day foundation course focusing on the following aspects:
- the use of financial instruments in investment portfolios
- the taking of investment decisions based on the aspects of risk and return
- the understanding of the concept of market efficiency in portfolio management
- the integration of efficient financial vehicles in investment solutions
This training is offered in blended-learning, you will receive access to a preparatory course in e-learning 5 days before the course.
Programme
The 6-day foundation course covers the following topics:
- E-Learning course "International Financial Markets" (+/- 20 hours)
- Risk measurement & management
- Foreign exchange and Money Markets
- Bonds and Equities
- Options and Futures
- Structured Products
- Portfolio management
- Investment funds and alternative investments
Target Public
The training programme is designed for junior private bankers, Family Offices’ staff or persons having worked for a few years in a banking environment and wishing to reorientate their career in private banking.
Conditions
Course Material
Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.
Exams
The course includes a written examination, based on all covered topics.
Location
L-1615 Luxembourg
Luxembourg
Sessions et horaires
-
Mon 13.11.2023
09:00 à 18:00
8H
Certified Private Banker Foundation Course: Financial Markets
Chambre de Commerce Luxembourg
-
Tue 14.11.2023
09:00 à 18:00
8H
Certified Private Banker Foundation Course: Derivative Financial Instruments
Chambre de Commerce Luxembourg
-
Wed 15.11.2023
09:00 à 18:00
8H
Certified Private Banker Foundation Course : Structured Products
Chambre de Commerce Luxembourg
-
Thu 16.11.2023
09:00 à 18:00
8H
Certified Private Banker Foundation Course : Portfolio Management
Chambre de Commerce Luxembourg
-
Fri 17.11.2023
09:00 à 18:00
8H
Certified Private Banker Foundation Course : Risk Measurement & Management
Chambre de Commerce Luxembourg
-
Mon 20.11.2023
09:00 à 18:00
8H
Certified Private Banker Foundation Course : Introduction to Funds and Hedge Funds
Chambre de Commerce Luxembourg
-
Tue 21.11.2023
09:00 à 12:00
3H
Certified Private Banker-Foundation Level
Chambre de Commerce Luxembourg
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