Advanced Private Banking and Wealth Management Certification Course

Why select this training course?

This Rcademy program gives a broad study into private banking and wealth management. This course provides primary financial planning factors such as tax, consumption, retirement, insurance, and estate planning. In addition, the practice significantly focuses on most wealth management customers’ various asset allocation and portfolio management factors. For example, most people have the desire to acquire wealth. However, suppose an individual is fortunate enough to get wealth. In that case, the challenge is usually on protecting it by enabling the preservation of its value while still enjoying its benefits and allowing others to inherit it in the future.

What services do private banks offer?

Private banks provide customized financial services to high-net-worth individuals, families, and organizations. Wealth management, investment counseling and portfolio management, tax and estate planning, private banking and financing, and bespoke insurance and annuity solutions are common services. Private banks also provide special investment products and prospects. Private banks also aid with travel, leisure, and lifestyle management.

What are the benefits of using private banking and wealth management services?

High-net-worth people and rich families use private banking. These services often include individualized and tailored financial planning, investment management, asset preservation and transfer plans, and a comprehensive variety of banking and lending services. However, retail banking serves people and small companies. Personal loans, mortgages, credit cards, and bank and savings accounts are included. Retail banking serves the daily financial requirements of a larger client base and often requires a less intimate interaction between the bank and its customers.

The Advanced Private Banking and Wealth Management Certification Course by Rcademy is structured to provide the skills needed to get, protect, conserve, enjoy, and still allow others to inherit the wealth. The course focuses on primary individuals working in the banking industry and those interested in markets and investments. The course will highlight the following areas:

• Methods of ensuring that person’s wealth are inherited successfully by their dependents
• How to analyze portfolio and investment performance
• How to safeguard wealth and lower risks
• Investment planning and the responsibility of financial advisors, institutions, markets, and analysts
• The primary levels of investment and their behavior

Each of the modules in this Rcademy course gets precisely designed to impact understanding of capital, covering abilities, trends, and competencies that have broad coverage of private banking and wealth management. Therefore, this Rcademy course will increase the immense value of your expert career graph

Who should attend?

The Advanced Private Banking and Wealth Management Certification Course by Rcademy is ideal for:

• People seeking to control their wealth
• Individuals have an interest in portfolio planning and investment
• People with a dream of becoming financial advisors and analysts
• Experts are working as part of the group to provide analysis, advice, and investment funds.
• Professionals with a role of managing wealth on behalf of other people

What are the course objectives?

The Advanced Private Banking and Wealth Management Certification Course by Rcademy aims to enable the participants to:

• Determine and analyze the risk-adjusted performance measurement
• Analyse financial statements, analysts, and investment documents, finding potential investments
• Apply the skills learned to create an effective investment portfolio to raise wealth while still lowering the risks
• Understand the steps to take to conserve wealth protecting it against market volatility, inflation, and tax
• Determine, illustrate, and associate with the financial advisory services’ concepts, rules, and activities, focusing on private banking management. Then, apply theskills and tools studied in the program to related knowledge areas
• Raising participant’s understanding of the newest policies, products, and procedures
• To help participants make more informed and better decisions
• Create professional skills in evaluation and analysis
• Be able to cooperate effectively with other colleagues and departments concerning the initial challenges and practices impacting the banking industry
• Allow the culture of finance to spread throughout the whole company
• Enable continuous and radical restructuring of the organization’s process to global standards
• Raise knowledge of the current rules and procedures that can get shared among other departments of institutions
• Help companies to successfully develop an integrated financial group

How will this course be presented?

This Rcademy training course will teach about the topics covered in the course outline using proven adult studying materials and facilitation methods. Some seminar techniques that will be used include role play, case study, and group discussions evaluating and analyzing the primary challenges facing current wealth management and private banking.

Advanced private banking and wealth management is specially structured to ensure that it gives new skills to help organizational and personal growth.

What are the topics covered in this course?

Module 1: Introduction to Asset Control and Private Banking

• The private banking and wealth management industry
• Creating and maintaining customer relationships
• Comparison of asset control and private banking
• The responsibilities and the scope of wealth management and private banking
• How to lower the risk to both the bank and the client
• Maximizing return to both the bank and the client

Module 2: Investment Planning

• Determining if your investment goals or significant investment decisions
  – Income
  – Liquidity
  – Lowering risk
  – Development
• Developing a customer’s profile
• An overview of the primary levels of investment and their traits
  – Financial assets: bonds, shares, collective derivatives, and investment
  – Physical support: Gold, property, and currency
• Markets; market volatility and efficiency
• Financial industries, analysts, and advisors
• The taxation and regulatory framework and the effect on individual financial advisors and financial decisions

Module 3: Evaluation of Portfolio and Investment Performance

• Financial statements evaluation to help find investments
• Financial analysis
  – Technical analysis
  – Key analysis
• Investment ratio analysis
• Earnings yield, EPS, divided gain, DPS, PE ratio
• Ensuring caution to any investor
• The capital asset cost model (CAPM)
  – Determining the return needed for the taken risk
• Analyzing portfolio performance
  – Sharpe
  – Jensen
  – Traynor

Module 4: Reducing Risk and Safeguarding Wealth

• Return versus risk-the risk-return trade-off
• Measuring of risks-standard deviation, beta, market volatility
• Lowering of risks-diversification, portfolio approach, and creating an efficient portfolio
• Safeguarding against exchange rate risk in association with:
• Translation and transaction of assets
• Lifetime assurance-associated investments
• Investment Techniques in bear and bull markets

Module 5: Passing on Wealth to Other People           

• Trusts
• Inheritance tax and tax planning
• Will and life expectancy
• Estate planning
• The distribution of wealth risks
• Retirement planning-annuities and pensions

Module 6: Understanding of Clients

• The main activity of wealth management and private banking
• Determination of various sections techniques
• Determining how customers influence the service ranges on offer
• Understanding customer financial requirements and wealth advisory technique
• Analyze the methods needed to measure and control the profitability of customers

Module 7: Product and Investment Solutions

• Knowing the various investment types given by wealth managers
• Understanding the different categories of investment techniques and styles
• Knowing the role of open architecture
• Understanding of lending services and cash management
• Features of alternative investments
• Features of structured products

Module 8: Taxation, Regulations, And Future Products

• Identify prospects of the banking industry
• Primary laws that affect clients
• Principles and other regulatory challenges governing money laundering
• Find legitimate methods of lowering tax liabilities
• Tax problems associated with wealth management customers
• Legal techniques for reducing tax liabilities