iconParcours certifiant

Certified private banker (certified path)

  • Icon 09.12.2019
  • Icon 48 h + 3 h d'examen
  • icon Cours du jour
  • icon Parcours certifiant
  • Icon English
  • Icon BQ011PC
àpd. 2 450,00 EUR (+3% TVA)

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

Structure and contents


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

Audience and objectives


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.

Exams


The course includes a written examination, based on all covered topics.

Lieu

Télécharger le planning PDF

lun. 09.12.2019 à 08h30

icon 8H

Certified Private Banker Foundation Course: Financial Markets

  • icon Chambre de Commerce Luxembourg

mar. 10.12.2019 à 09h00

icon 8H

Certified Private Banker Foundation Course: Derivative Financial Instruments

  • icon Chambre de Commerce Luxembourg

mer. 11.12.2019 à 08h30

icon 8H

Certified Private Banker Foundation Course : Structured Products

  • icon Chambre de Commerce Luxembourg

jeu. 12.12.2019 à 08h30

icon 8H

Certified Private Banker Foundation Course : Portfolio Management

  • icon Chambre de Commerce Luxembourg

ven. 13.12.2019 à 08h30

icon 8H

Certified Private Banker Foundation Course : Risk Measurement & Management

  • icon Chambre de Commerce Luxembourg

lun. 16.12.2019 à 08h30

icon 8H

Certified Private Banker Foundation Course : Introduction to Funds and Hegde Funds

  • icon Chambre de Commerce Luxembourg

mar. 17.12.2019 à 08h30

icon 3H

Certified Private Banker-Foundation Level

  • icon Chambre de Commerce Luxembourg

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