Certified Private Banker

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 asset classes, markets, financial instruments and decision making processes involved in wealth management.
In order to provide this background the House of Training has developed a 6-day foundation course focusing on the following aspects:

• financial markets and related instruments in investment portfolios
• taking investment decisions based on the aspects of risk and return
• understanding the concept of diversification and market efficiency in portfolio management
• integration of efficient financial vehicles in investment solutions

This training is offered in blended-learning, you will receive access to a preparatory course in e-learning 2 weeks before the course.

The 6-day foundation course covers the following topics:

• E-Learning course "International Financial Markets" - Duration 4 hours
• The major financial markets and their related instruments: stocks, bonds, currencies and commodities
• The major derivatives and their use: forwards and futures, swaps and options
• The basics of structured products
• Portfolio management in theory and practice
• The basics of risk measurement and management
• Investment funds and an introduction to alternative investments

The course includes a written examination, based on all covered topics.
Minumum pass score : 60%