Investment wealth management courses

...The course provides for an ideal opportunity for private bankers and advisors to gain the skills and understanding to formulate client-driven and innovative strategies. It allows participants to build an enhanced understanding of your client relationship skills and effectiveness in managing wealth... Learn about: Portfolio Construction, Wealth Management, Behavioral Finance...

...Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession. Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial sector professional. You will become part of an elite group... Learn about: CISI Chartered Wealth Manager Qualification, Chartered Wealth Manager Qualification, Wealth managers...

...This course will look at the basics of cash management including the company policy, essentials of forecasting, value dating, calculating interest costs and various payment systems. It will also cover the key interest benchmarks such as LIBOR and base rate. Sweeping, pooling and netting... Learn about: Financial Training, Financial Advisor, Cash Management...

.... Assess pros and cons of implementing hedge funds in a portfolio as well as how to choose the right hedge fund manager. Suitable for: From Asset Management, Private Banks, Wealth Management Companies, Family Officest and Corporate Banks as well as Consultancies and Lawyers: Executives, Managers and... Learn about: Wealth Management, Hedge Fund, IT Management...

...This is a one day course on Sharia Compliant Investments. This course can be delivered to a team of people in house. For more information please contact: bookings@redcliffetraining.co... Learn about: Banking Finance, Shariah rules...

...’ preference for protected funds. This course gives participants a comprehensive overview of a fast expanding area, sitting between investment banking and asset management... Learn about: Fund derivatives, Hedge Fund, IT risk...

.... The course is designed for those who have a background in finance or a related discipline, such as economics and accounting, and are looking to further develop their skills and access a career in the areas of financial analysis, financial management, and investment. Core units are designed to develop your quantitative... Learn about: Financial Training, Wealth Management, IT risk...

...Suitable for: Commercial and investment banking professionals responsible for credit risk management and origination. The wokshop is also appropriae for a wider audience of risk managers, consultans, bankers, regulators and other professionals who need to understand the key risk issues of the asset... Learn about: Actionscript (Flash)...

...This is a one day course on shariah investments. For more information please contact: enquiries@redcliffetraining.co.uk This course can also be delivered in house to a team of people... Learn about: Islamic finance, Islamic Banking...

... 3 Investment Funds Part 4 Corporations Act Part 5 Regulatory Environment Part 6 Licensees & Representatives Part 7 Ethics Financial Advice... Learn about: Financial Training, Foreign Currency, Financial Fundamentals...

... audit process, although the work of internal audit will also be considered. Corporate Financial Management: You'll cover the theory relating to investment... Learn about: Tax Planning, Wealth Management, Accounting and Finance...

... Finance Modules: International Financial Management & Investment Business Performance, Planning & Control...

... Investment Management Dealing/Broking Services Insurance Private Banking Wealth Management Trade Finance Money Transmission Services Exercise: All Retail Banks... Learn about: Lending Products, Wealth Management, Account Opening Procedures...

... forces, and new information technology. MBA Finance Modules: International Financial Management & Investment Business Performance, Planning & Control...

...This course covers the key elements of modelling the activities of a commercial bank, including retail banking, consumer lending and credit cards, commercial banking, investment banking and asset / wealth management operations. Participants will be introduced to the broad regulatory themes... Learn about: Asset/Wealth Management, Supervisory Review Process, Calculating Capital...

... & Investment Business Performance, Planning & Control...

... do investment banks do? What methodologies could we use? How should we define firm value? Equity vs. enterprise value Calculating free cash flow before... Learn about: Corporate Finance, Financial Modelling...