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Description
Introduction
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 asset classes, markets, financial instruments and decision making processes involved in wealth management. In order to provide this background the House of Training has developed a 6-day foundation course focusing on the following aspects:
• financial markets and related instruments in investment portfolios
• taking investment decisions based on the aspects of risk and return
• understanding the concept of diversification and market efficiency in portfolio management
• integration of efficient financial vehicles in investment solutions
This training is offered in blended-learning, you will receive access to a preparatory course in e-learning 5 days before the course.
Programme
The 6-day foundation course covers the following topics:
• E-Learning course "International Financial Markets"
• The major financial markets and their related instruments: stocks, bonds, currencies and commodities
• The major derivatives and their use: forwards and futures, swaps and options
• The basics of structured products
• Portfolio management in theory and practice
• The basics of risk measurement and management
• Investment funds and an introduction to alternative investments
Target Public
The training programme is designed for participants who already possess a basic knowledge of financial concepts and are willing to pro-actively bring their knowledge to a professional level. Targeted participants are junior as well as senior personal and private bankers, Family Offices’ staff, compliance and risk management staff who require a global financial knowledge refresh or upgrade and any person having already worked in a financial environment and wishing to acquire a more comprehensive understanding of wealth management or intending to re-focus their career in private banking.
Conditions
Course Material
Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.
Exams
The course includes a written examination, based on all covered topics.
Location
L-1615 Luxembourg
Luxembourg
Sessions and schedules
-
Mon 10.11.2025
09:00 to 18:00
8H
Certified Private Banker Foundation Course: Derivative Financial Instruments
Chambre de Commerce Luxembourg
-
Tue 11.11.2025
09:00 to 18:00
8H
Certified Private Banker Foundation Course : Structured Products
Chambre de Commerce Luxembourg
-
Wed 12.11.2025
09:00 to 18:00
8H
Certified Private Banker Foundation Course : Portfolio Management
Chambre de Commerce Luxembourg
-
Thu 13.11.2025
09:00 to 18:00
8H
Certified Private Banker Foundation Course : Risk Measurement & Management
Chambre de Commerce Luxembourg
-
Fri 14.11.2025
09:00 to 18:00
8H
Certified Private Banker Foundation Course : Introduction to Funds and Hedge Funds
Chambre de Commerce Luxembourg
-
Mon 17.11.2025
09:00 to 18:00
8H
Certified Private Banker Foundation Course: Financial Markets
Chambre de Commerce Luxembourg
-
Tue 18.11.2025
09:00 to 12:00
3H
Certified Private Banker-Foundation Level
Chambre de Commerce Luxembourg
-
2H
E-Learning - International Financial Markets
Chambre de Commerce Luxembourg
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