IFBL Certified Private Banker
a high-level training programme
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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.
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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.
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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 |
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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 |
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Wednesday, 19 May 2010 |
Knowledge Transfer Workshop |
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Wednesday, 2 June 2010 |
Interpersonal Skills |
Thursday, 3 June 2010 |
Interpersonal Skills |
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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 |
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Friday, 17 September 2010 |
Knowledge Transfer Workshop |
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Friday, 1 October 2010 |
Alternative Investments |
Saturday, 2 October 2010 |
Alternative Investments |
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Friday, 8 October 2010 |
Knowledge Transfer Workshop |
Friday, 22 Octobre 2010 |
Knowledge Transfer Workshop |
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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”.
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