Private Banking and Wealth Management Certificate Program, Level I
Abstract
The Tools of the Trade, Level 1, Certificate in Private Banking & Wealth Management is designed to provide professionals with a solid foundation in the process and necessary tools to optimize client financial portfolios. Included are reviews of fundamentals of credit and market indicators, as well as analytical techniques; and the foundation of a strong understanding of key products – including key debt and equity products and derivatives – is established.
Program Description
The Certificate in Private Banking & Wealth Management, Level 1, is designed to provide professionals with a solid foundation in the process and necessary tools to optimize client financial portfolios. Included are reviews of fundamentals of credit and market indicators, as well as analytical techniques; and the foundation of a strong understanding of key products – including key debt and equity products and derivatives – is established.
Required Courses Included In Curriculum
- Understanding High Net Worth Investors
- Creating the Private Client Investment Plan & Suitability
- Introduction to Portfolio Management
- Understanding Market Conditions and Indicators
- Investment Funds and Fund-of-Funds
- Option Pricing and Applications
- Fixed-Income Product and Portfolio Analytics
- Bonds with Options
- Analyzing Common and Preferred Stock
- Direct Private Equity and Early Stage Investing
- Real Estate Securities and Investments
- Legal and Regulatory Issues Dealing with High Net Worth Investors
Who Should Enroll
Middle managers, project managers, and staff in traditional finance areas such as investment banking and relationship management, research, structuring, sales and trading, risk management and originations, 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. In addition, new hire analysts, and associates across all functional areas of the financial institution who need an understanding of Private Banking and Wealth Management.
No prior in-depth knowledge of accounting, economics or finance is assumed, thought it would be advantageous to have completed the Core Banking & Finance Knowledge Certificate Program.
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 the workings of the capital markets and capital market products, as well as private equity
- Appreciate the need to monitor the market and key indicators to determine future moves
- Understand the full spectrum of investment products available to individuals and institutions, both in the equity and fixed income markets
- Determine the special investment needs of high-net-worth investors
For further details about tuition and fees for this certification, please click here.
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