13 November 2023, 09:00 - 18:00

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 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

Programme

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

Target Public

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.

Exams

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