Banques et Finance

Certified Private Banker - Foundation Level

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 (details are to be found in the brochure which can be viewed or downloaded on this page):

E-Learning course "International Financial Markets" (+/- 20 hours)
RISK MEASUREMENT & MANAGEMENT
FOREIGN EXCHANGE AND MONEY MARKETS
BONDS AND EQUITIES
OPTIONS & FUTURES
STRUCTURED PRODUCTS
PORTFOLIO MANAGEMENT
INVESTMENT FUNDS & 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.

Language

All the training courses are held in English. The documentation is in English as well.

Venue

The courses take place at the Training Center of LSC/IFBL, in the premisses of the Chamber of Commerce in Luxembourg.
Adress:
7, rue Alcide de Gasperi
L-1615 Luxembourg

Online registration

Registrations and payment for this training are made online. Please click on the green button “Inscription”.

More information?
Formation
Formation
& Examen
Examen
EN
51 heures
Chambre de Commerce du Grand-Duché de Luxembourg
voir affichage sur place (Chambre de Commerce du Grand-Duché de Luxembourg)
7, rue Alcide de Gasperi
Luxembourg, L-2981
Luxembourg
2.450,00 EUR