Certified Private Banker

How long does the training course last?

55,00 hours(s)

In which language(s) is the training course taught?

When will the next session take place?

Who is organising this training course?

Fondation créée en 2015 par la Chambre de Commerce et l’Association des Banques et Banquiers Luxembourg (ABBL), la House of Training est un organisme agréé de formation professionnelle continue qui s'engage à contribuer activement à la compétitivité et à l'attractivité du Luxembourg en développant les compétences de ceux qui font vivre son économie.

What are the aims or the skills being targeted?

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.

What does the training course cover?

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