Certified private banker (certified path)

Inter-company training

Who is the training for?

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.

Duration

51,00 hours(s)

Language(s) of service

EN

Next session

Goals

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

Contents

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

Evaluation

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

Organization contact details

House of Training

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