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Certified private banker (certified path)

51 hour(s)

Objectives

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

Content

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

Target group

Who is the course aimed at?

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.

Assessment

Assessment methods

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

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Responsibility for the content of this training description lies solely with its author, the training provider House of Training.

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