iconParcours certifiant

Certified private banker (certified path)

  • Icon 11.10.2021
  • Icon 48 h  + 3 h d'examen
  • icon Cours du jour
  • icon Formation présentielle
  • icon Parcours certifiant
  • Icon English
  • Icon BQ011PC
2 450,00 EUR

*

(+3% TVA)

   Cette formation est proposée sous forme de formation présentielle. En savoir plus

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

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

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. 11.10.2021 à 09h00

icon 8H

Certified Private Banker Foundation Course: Financial Markets

  • icon Chambre de Commerce Luxembourg

mar. 12.10.2021 à 09h00

icon 8H

Certified Private Banker Foundation Course: Derivative Financial Instruments

  • icon Chambre de Commerce Luxembourg

mer. 13.10.2021 à 09h00

icon 8H

Certified Private Banker Foundation Course : Structured Products

  • icon Chambre de Commerce Luxembourg

jeu. 14.10.2021 à 09h00

icon 8H

Certified Private Banker Foundation Course : Portfolio Management

  • icon Chambre de Commerce Luxembourg

ven. 15.10.2021 à 09h00

icon 8H

Certified Private Banker Foundation Course : Risk Measurement & Management

  • icon Chambre de Commerce Luxembourg

lun. 18.10.2021 à 09h00

icon 8H

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

  • icon Chambre de Commerce Luxembourg

mar. 19.10.2021 à 09h00

icon 3H

Certified Private Banker-Foundation Level

  • icon Chambre de Commerce Luxembourg

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