::	Socle Insertion
::	Parcours thématiques
::	Parcours métiers

Qualifications

::	Islamic Finance
::	Microfinance
::	Tax Planning
::	Compliance
::	OPC
::	IFBL Certified Private Banker
::	Financial Markets Foundation Course FMFC
::	Capital Markets and Financial Instruments CAMFIN
::	Formations pour les professionnels du secteur financier (PSF)
::	Risk Management
::	Emploi-Formation
::	Train the trainer

Conférences

Formations sur mesure

E-Learning

Weiterbildungsangebot
Deutsch

Training Offer in English

Informations pratiques

Documents à télécharger

Accueil

Présentation »

News

Lexique

Multimédia & Presse »

CIWM
Certified International Wealth Manager

The Certified International Wealth Manager is a unique, professional qualification for experienced financial, legal and other professionals in the wealth management industry. The training combines profound theoretical knowledge with practical skills in the field of real estate, taxation, law and regulations as well as wealth planning and relationship management.

The qualification is awarded by the Association of International Wealth Management (AIWM), a non-profit association established to promote and strengthen global education in the wealth management industry as well as to set a globally recognized standard for the qualification of wealth management professionals – the CIWM.

The PBGL, Private Banking Group Luxembourg has now mandated the IFBL, Institute for Training in Banking, Luxembourg, to organize this high level training programme in Luxembourg on the basis of a partnership engaged between ABBL and AIWM. The first intake will start in October 2009.

Programme

The programme covers an international and a local part. The international part is entirely provided for by the AIWM and is composed of the following five subjets: Wealth management, Real Estate, Behavioural Finance, Tax & Wealth Planning and Relationship Management.

Courses

INTERNATIONAL PART

Wealth Management
Basic Concepts
Asset and Liability Categories
Client Profiles
The Financial Plan: Assessing the Client's Assets and Liabilities
Asset Allocation, Portfolio Choice and Management Styles
Funds Selection
Real Estate
Valuation and Indices of Real Estate
Integration of Real Estate in the Mixed-Asset Portfolio
Financing of Real Estate
Behavioural Finance
Introduction
The Decision-Making Process: Limits of Normative Theory
Structuring The Wealth Management Process
Product Design - A Case Study with Structured Products
Inter-Temporal Asset Allocations
Conclusion
Relationship Management
Interpersonal Relationships and Wealth Management
The Idea of Wealth Through Different Cultures and the Club of the Wealthy
Effective Management of the Client Relationship
Efficient Customer Relations Management in Wealth Management
The Industrial Aspects of Wealth Management
Wealth Planning
Global industry trends
Key legal concerns of wealth owners
Taxation and tax planning, succession planning
Family law
Features case studies

LOCAL PART
Laws & Regulations

Course Material

The course material for the international part is to be accessed via a study platform online tool (SPOT). Students will have to prepare for the actual course on this basis and they are expected to bring the downloaded documentation to each of the courses. Further to the actual course documentation they have access to

�� a portfolio management simulator

�� a finance questionnaire application (exam questions of the last 4-5 sessions)

Training Staff

Renowned international and local experts.

Schedule (courses and examinations)

Certification	Objectif	Modules
Wealth Management	15 (am), 16, 17 Oct., 13, 14 Nov.	4.5 days
Real Estate	27 (am), 28 Nov.	1.5 days
Behavioural Finance	11, 12 Dec.	2 days
Tax & Wealth Planning	14, 15 Jan.	2 days
Relationship Management	5 (am), 6 Feb.	1.5 days
Examiniation 1 (Wealth Management)	March 2010	3 hours
Examination 2 (Real Estate, Bahavioural Finance)	March 2010	3 hours
Examination Tax & Wealth Planning	March 2010	1.5 hours
Laws & Regulations	May/June 2010	3 days
Examination Laws & Regulations	June 2010	1.5 hours

Conditions for admissions and enrolments procedures

�� Academic degree : Master in Finance, Economics or Law or Diploma of ICPB-programme
(IFBL Certified Private Banker)
�� 3-5 years of practical experience in Private Banking
�� Letter of accreditation by employer
Enrolments are to be handed in on the IFBL registration form together with a CV. Prior to confirmation they will be submitted to an acceptance committee. The IFBL vouches for the objectivity of its members.

Price

EUR 7.250.- (+3% VAT) (all inclusive) payable upon invoice at the beginning of the training.

Haut

CIWM Certified International Wealth Manager