Private Banking
Learn how Private Banking differs from traditional retail banking and the relationship between risk and return.
Introduction
Learning Objectives
Download Course Files
Introduction
Defining the Private Bank
Private Banking Clients
Roles and Responsibilities of a Private Banker
Offshore Banking
Opening an Offshore Bank Account
Common Private Banking Fees
Interactive Exercise 1
Introduction
Investing Defined
The Relationship Between Risk and Return
Understanding Risk
Interactive Exercise 2
Sources of Risk
Time Horizon
Personal Financial Planning Process
Interactive Exercise 3
Understanding Your Client
Reasons for Investing
Understand Risk Tolerance
Investment Strategy
Interactive Exercise 4
Implementing Investment Strategies
Investment Specialists
Financial Investments
Private Investment Funds
Portfolio Management
Discretionary Portfolio Management
Active Trading
Interactive Exercise 5
Succession Planning
Succession Planning Tools
Tax Planning
Midway Check-In
Introduction
Principles of Credit
5C's of Credit
Loan Products and Loan Structuring
Specialized Lending Products
Calculating Debt Servicing
Income Verification
Interpreting Financial Statements - Balance Sheet
Interpreting Financial Statements - Income Statement
Interpreting Financial Statements - Cash Flow
Limitations on Using Company Information
Interactive Exercise 6
Lending Involving a Holding Company
Benefits of a Holding Company
Complex Corporate Structures
Lending Considerations
Collateral
Regulatory Requirements
Evolving Role of the Private Banker
Case Study Introduction
Client Profile - Sarah Morris
Client Profile - Paul Strand
Client Profile - Scott Michaels
Case Study Instructions
Client Meeting - Sarah Morris
Case Questions - Sarah Morris
Solution - Sarah Morris
Client Meeting - Paul Strand
Case Questions - Paul Strand
Solution - Paul Strand
Client Meeting - Scott Michaels
Case Questions - Scott Michaels
Solution - Scott Michaels
Conclusion
Qualified Assessment
Share Your Feedback
Course Completion