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An Interactive 5-Day Training Course

Private Banking and Wealth Management

Develop the insight and discipline to grow, protect, and transfer wealth across changing market conditions.

This Private Banking and Wealth Management training course builds practical capability in investment planning, risk management, and portfolio evaluation, enabling professionals to preserve and grow wealth while supporting informed, long-term financial decisions.

Core Competencies:

Investment Strategy Design
Portfolio Risk Control
Performance Evaluation
Wealth Preservation

Course Schedule

08 - 12 Jun 2026

Dubai

| $5950

07 - 11 Sep 2026

Dubai

| $5950

07 - 11 Sep 2026

Online

| $3950

On this Page

Introduction Key Learning Outcomes Training Methodology Who Should Attend? Outline

Introduction

Wealth creation brings with it complex decisions around protection, growth, enjoyment, and succession. In volatile markets, preserving value while managing risk requires structured planning, disciplined analysis, and a clear understanding of financial instruments and advisory practices. This Private Banking and Wealth Management training course develops the professional judgment required to support clients and institutions in achieving sustainable wealth outcomes.

The course explores the role of private banking and wealth management within financial markets, focusing on investment planning, portfolio construction, risk reduction, and performance evaluation. It also addresses the longer-term considerations of retirement, estate planning, and wealth transfer, ensuring decisions remain aligned with client objectives, regulatory expectations, and market realities.

Key focus areas include:

Investment planning and portfolio construction
Risk, return, and market volatility assessment
Performance measurement and evaluation
Long-term wealth protection and succession planning

Key Learning Outcomes

At the end of this training course, participants will be able to:

Analyse investment objectives to build efficient, risk-adjusted portfolios
Evaluate financial statements and investment analysis reports
Assess market risk and volatility across major asset classes
Apply risk-adjusted performance measurement techniques
Strengthen strategies to preserve wealth against inflation and market uncertainty
Integrate long-term planning into wealth management decisions

Training Methodology

This training course applies a practical, interactive learning approach combining expert-led explanations with real-world examples and structured discussions. Participants engage with applied investment scenarios to reinforce analytical thinking and support confident, professional decision-making in wealth management contexts.

Who Should Attend?

This training course is ideal for professionals seeking to:

Private banking and relationship management professionals
Wealth management and investment advisory specialists
Finance and treasury professionals
Portfolio and asset management staff
Banking and financial services managers
Professionals involved in investment and client advisory roles

Course Outline

Day 1

An Overview of Private Banking & Wealth Management

Private Banking and Wealth Management Compared
The Roles & Scope of Private Banking & Wealth Management
The Private Banking and Wealth Management Market
Establishing & Maintaining Client Relationships
Maximising Return for both Client and Bank
Minimising Risk for both Client and Bank

Day 2

Investment Planning

Major Investment Decisions/Determining your Investment Objectives
- Liquidity
- Income
- Growth
- Risk Reduction
Preparation of a Client Profile
An Introduction to the Major Classes of Investments & their Characteristics:
- Physical Assets: Property, Gold, Currency etc
- Financial Assets: Shares, Bonds, Collective Investments & Derivatives
Financial Institutions, Financial Advisors & Financial Analysts
Markets, Market Efficiency and Market Volatility
The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors

Day 3

Protecting Wealth & Reducing Risk

Risk v Return – the Risk-Return Trade-Off
Measuring Risk – Beta, Standard Deviation, Market Volatility
Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
Protecting against Exchange Rate Risk in relation to:
- Transactions and Translation of Assets
Investment Strategies in Bull & Bear Markets
Life Assurance & Assurance Related Investments

Day 4

Evaluating Investments and Portfolio Performance

Financial Analysis
- Fundamental Analysis
- Technical Analysis
Financial Statements Analysis to identify investments
Investment Ratio Analysis
- EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
The Capital Asset Pricing Model (CAPM)
- Estimating the Return required for the Risk taken
Enron – a warning to any investor
Evaluating Portfolio Performance
- Jensen
- Traynor
- Sharpe

Day 5

Passing on Wealth

Retirement Planning - Pensions & Annuities
The Risks of Distributing Wealth
Life Expectancy & Wills
Estate Planning
Tax Planning & Inheritance Tax (where applicable)
Trusts

International Standards & Professional Alignment

Our training courses are aligned with internationally recognised professional standards and frameworks across leadership, strategy, finance, governance, risk, compliance, and audit. By integrating globally trusted models, we ensure learners develop practical, relevant, and industry-recognised capabilities.

Our trainings draw on leading international standards and professional frameworks, including ISO, ISACA, COSO, OECD, IIA, FATF, Basel, IFRS/ISSB, GRI, NIST, CPD, ILM and the OECD AI Principles. This alignment ensures consistency with global best practices across financial management, risk oversight, digital governance, sustainability, and strategic decision-making..

Designed in alignment with globally recognised professional bodies, our courses support continuous professional development, strengthen organisational capability, and provide clear pathways toward professional certifications valued worldwide.

Ready to Take the Next Step?

Reserve your slot today and start your learning journey with us.

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