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 GLOMACS training course will highlight:
Investment planning and the role of financial institutions, financial advisors, financial analysts and markets
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?
Objectives
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 identifying 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 volatility, tax, etc
Training Methodology
Participants in this training course will receive thorough training on the subjects covered by the course outline with the tutor utilising a variety of proven adult learning teaching and facilitation techniques. training methodology includes case studies, role play, and group discussions analysing and evaluating the key issues facing private banking and wealth management today.
The Private Banking & Wealth Management training course is highly participatory ensuring that delegates leave with new skills to benefit their personal and organizational development.
Organisational Impact
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
Personal Impact
This training course will be of personal benefit to delegates:
Develop professional skills in 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 GLOMACS training 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
Course Outline
Day 1
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
Day 2
Investment Planning
Major Investment Decisions/Determining your Investment Objectives
Liquidity
Income
Growth
Risk Reduction
Preparation of a Client Profile
An Introduction to the Major Classes of Investments & their Characteristics:
The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors
Day 3
Protecting Wealth & Reducing Risk
Risk v Return – the Risk-Return Trade-Off
Measuring Risk – Beta, Standard Deviation, Market Volatility
Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
Protecting against Exchange Rate Risk in relation to:
Transactions and Translation of Assets
Investment Strategies in Bull & Bear Markets
Life Assurance & Assurance Related Investments
Day 4
Evaluating Investments and Portfolio Performance
Financial Analysis
Fundamental Analysis
Technical Analysis
Financial Statements Analysis to identify investments
Investment Ratio Analysis
EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
The Capital Asset Pricing Model (CAPM)
Estimating the Return required for the Risk taken
Enron – a warning to any investor
Evaluating Portfolio Performance
Jensen
Traynor
Sharpe
Day 5
Passing on Wealth
Retirement Planning - Pensions & Annuities
The Risks of Distributing Wealth
Life Expectancy & Wills
Estate Planning
Tax Planning & Inheritance Tax (where applicable)
Trusts
Certificates
On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Providers and Associations
Endorsed Education Provider
GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org
In Association With
Oxford Management Centre
A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients.
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 GLOMACS training course will highlight:
Investment planning and the role of financial institutions, financial advisors, financial analysts and markets
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?
Objectives
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 identifying 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 volatility, tax, etc
Training Methodology
Participants in this training course will receive thorough training on the subjects covered by the course outline with the tutor utilising a variety of proven adult learning teaching and facilitation techniques. training methodology includes case studies, role play, and group discussions analysing and evaluating the key issues facing private banking and wealth management today.
The Private Banking & Wealth Management training course is highly participatory ensuring that delegates leave with new skills to benefit their personal and organizational development.
Organisational Impact
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
Personal Impact
This training course will be of personal benefit to delegates:
Develop professional skills in 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 GLOMACS training 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
SEMINAR OUTLINE
Day 1
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
Day 2
Investment Planning
Major Investment Decisions/Determining your Investment Objectives
Liquidity
Income
Growth
Risk Reduction
Preparation of a Client Profile
An Introduction to the Major Classes of Investments & their Characteristics:
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