Private Banking - Principles and Best Practices

At the end of the course, professionals are able to:

• Understand the role of the financial system within the real economy;
• Identify and recognize the key players in the financial system blocks;
• Request information, analyze critically and make informed decisions in the face of reality and personal needs;
• Protect yourself from traps and identify potential investment opportunities.
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CONTENTS

Module I - CONCEPTS
Module II - REGULATORS
Module III - FINANCIAL INSTRUMENTS - INTRODUCTION
Module IV - FINANCIAL INSTRUMENTS - SHARES AND BONDS
Module V - FINANCIAL INSTRUMENTS - ALTERNATIVES
Module VI - RISK
Module VII – TAXATION
Module VIII - STRAND FAMILY
Module IX - ASSET MANAGEMENT
Module X - ASSET ALLOCATION STRATEGIES