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IFBL Certified Private Banker
             a high-level training programme

In the wake of heightened competitivity, and the increased complexity of the regulatory environment, a need for qualifying structured professional training programmes has emerged. Wealth Management in Luxembourg, if it is to retain its success and expand, must therefore answer to a number of international criteria as well as meet the specifi cities of Private Banking in Luxembourg.

For this reason, the IFBL has set up a high-level training programme, in order to enhance the technical expertise of the participants in their function as relationship managers and client advisors and to provide them a professional qualification in this field. The programme focuses on the Luxembourg legal and fiscal environment and grants a particular importance to all the practical skills which are essential for establishing a fruitful and longlasting relationship with a wealthy private banking clientele.


 
 
 
 

STRUCTURE

The course consists of 6 topical tuition blocks, covering 180 hours (22.5 days)

Legal and Regulatory Framework (28 hours)
A complete review of all the legal, ethical and professional duties governing the life of a private banker in Luxembourg (see detailed programme)
Portfolio Management (40 hours)
An in-depth study of the theoretical and technical aspects of portfolio management and asset allocation (see detailed programme)
Wealth Management (48 hours)

A thorough analysis of the relational management of the client’s assets followed by a detailed insight in estate and tax planning as well as the relevant strategies and opportunities (see detailed programme).
With the technical expertise of PwC ACADEMY.
Alternative Investments (16 hours)
An introduction to Alternative Investments and complementary products: Hedge Funds and Private Equity
Definition and insight into their perspectives and advantages, structures, regulations and documents (see detailed programme)
Interpersonal Skills (16 hours)
An interactive exploration of the relational and behavioural skills required from a private banker who operates in an international and intercultural environment (see detailed programme)
Knowledge Transfer Workshops (32 hours)
A practical implementation of a vast array of acquired knowledge and techniques, as well as an adequate level of competence pertaining to the previous 5 topics (see detailed programme)

CALENDAR Session I /2010

Monday, 26April 2010 Financial Mathematics (optional)
Thursday, 4 March 2010
Legal and Regulatory Framework
Friday, 5 March 20010
Legal and Regulatory Framework
Saturday, 6 March 2010 (am)
Legal and Regulatory Framework
Friday, 19 March 2010
Legal and Regulatory Framework
   
Thursday, 22 April 2010
Portfolio Management
Tuesday, 4 May 2010
Portfolio Management
Friday, 7 May 2010
Portfolio Management
Saturday, 8 May 2010
Portfolio Management
Monday, 17 May 2010
Portfolio Management
 
Wednesday, 19 May 2010
Knowledge Transfer Workshop
   
Wednesday, 2 June 2010
Interpersonal Skills
Thursday, 3 June 2010
Interpersonal Skills
 
Friday, 11 June 2010
Wealth Management
Friday, 18 June 2010
Wealth Management
Saturday, 19 June 2010
Wealth Management
Friday, 25 June 2010
Wealth Management
Saturday, 26 June 2010
Wealth Management
Friday, 9 July 2010
Wealth Management
 
Friday, 17 September 2010
Knowledge Transfer Workshop
   
Friday, 1 October 2010
Alternative Investments
Saturday, 2 October 2010
Alternative Investments
   
Friday, 8 October 2010
Knowledge Transfer Workshop
Friday, 22 Octobre 2010
Knowledge Transfer Workshop
 
26 November 2010
Assessments

EXAMINATIONS, ASSESSMENT AND CERTIFICATION

- 4 written exams to be passed: Legal and Regulatory Framework (3 hours); Portfolio Management (1.5 hour); Wealth Management (2 hours); Alternative Investments (1 hour)
Participants who have successfully passed all 4 examination blocks and successfully participated in all the Knowledge Transfer Workshops as well as attended the Interpersonal Skills course are allowed to sit an assessment.
The assessment consists of an oral examination in front of a jury composed of a committee of heads of Private Banking and trainers. It is based upon a case study handed out to assessment candidates a few weeks prior to their examination.

Candidates having successfully passed the assessment will be granted the “IFBL Certified Private Banker Diploma”.

© 2006 IFBL - Mentions légales Haut