Private Banking and Wealth Management

Private Banking and Wealth Management
5 hours
Online
English
FIN-029
Private Banking and Wealth Management
Sign Up
Duration
5 hours
Location
Online
Language
English
Code
FIN-029
Schedule and prices
€ 200 *
Training for 7-8 or more people? Customize trainings for your specific needs
Private Banking and Wealth Management
Sign Up
Duration
5 hours
Location
Online
Language
English
Code
FIN-029
Schedule and prices
€ 200 *
Training for 7-8 or more people? Customize trainings for your specific needs

Description

The course gives a key features of Private Banking and Wealth Management
After completing the course, a certificate
is issued on the Luxoft Training form

Objectives

To provide the audience the understanding of the distinguishing features of Private Banking and Wealth Management, their participants, types and strategies

Target Audience

Testers, System and Business Analysts, Architects, Developers, and Project Managers working on financial markets projects

Prerequisites

FIN-001. Introduction into Financial Markets
FIN-020. Introduction into Investment Banking

Roadmap

Overview of Private Banking & Wealth Management
Investor’s Types
Investment Policy Statement
Asset Allocation
Schedule and prices
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Your benefits
Expertise
Our trainers are industry experts, involved in software development project
Live training
Facilitated online so that you can interact with the trainer and other participants
Practice
A focus on helping you practice your new skills
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