Private Banking and Wealth Management Certificate Program, Level II
Abstract
The Advanced, or Level II, Certificate in Private Banking & Wealth Management builds on the skills acquired in Level I (Intermediate) and provides a range of tools to advise the client on their investment choices. Included are further products which can be added to the portfolio, and different means of planning and financing the portfolio are examined in depth.
Program Description
The Advanced Certificate Program in Private Banking & Wealth Management builds on the skills acquired in Level I (Intermediate) and provides a range of tools to advise the client on their investment choices. Included are further products which can be added to the portfolio, and different means of planning and financing the portfolio are examined in depth.
Required Courses Included In Curriculum
- Evaluating and Planning With Small Business Owners
- Working with Family Offices
- Portfolio Structuring and Analysis
- Portfolio Management and Performance
- Applications of Return Attribution
- Analysis of and Investment in Asset-Backed Securities
- Analysis of and Investment in Mortgage-Backed Securities
- Hedging and Speculating with Interest Rate Forwards and Swaps
- Derivative Opportunities for High Net Worth Investors
- Direct Venture Capital Investing for High Net Worth Investors
- Monetizing Restricted Equity Holdings
- Managing Trusts and Estates
Who Should Enroll
Heads of business units, middle managers, project managers, and staff in traditional finance areas such as sales and trading, credit, research, structuring, and origination and risk management, as well as those in areas such as accounting, audit, legal and compliance, information technology, systems, operations and human resources, whose background is not primarily in finance would gain valuable skills from this Certification.
In addition, this certification would benefit new hire analysts and associates across all functional areas of the financial institution who intend to work and/or specialize in private banking and/or asset management. Prior completion of the Intermediate Certification (Level II) is highly recommended.
The Globecon Institute reserves the right to modify, change or substitute Courses or Learning Units at any time, to guarantee a relevant and balanced learning experience.
What You Will Learn
Upon completion of this certificate program, you will be able to:
- Understand and apply the principles of modern portfolio theory to the construction of client portfolios
- Evaluate the performance of investment portfolios both on an absolute basis, as well as relative to appropriate benchmarks and stated objectives
- Assess a wide variety of potential personal finance strategies
- Evaluate derivative and alternative investment vehicles and strategies
- Apply asset allocation principles and models to the construction of optimal investment portfolios
- Assessing alternative sources of funding for portfolios
For further details about tuition and fees for this certification, please click here.
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