Overview
Private Banking Course Overview
Private banking services present many unique opportunities for a financial institution and its clientele. This Private Banking course examines what the role of a private banker entails, how their services differ from a more traditional retail banking environment, and the importance of analyzing the risk and return of a client’s investments. We discuss integrating client investment strategies with risk tolerance and financial goals to tailor personalized solutions for clientele and their families.
We cover all the most important qualitative and quantitative factors that will influence private banking clients, including important risk and return calculations and the various investment strategies available. We also cover the personal financial planning process, sources of risk, and the implementation of those plans and strategies. We use an interactive video case study to help illustrate the key takeaways and to demonstrate real-world examples of clients in a private banking setting.
Who Should Take This Course?
This course is designed for current and aspiring commercial banking professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators. This course will prepare you with the knowledge to properly assess various borrowing requests for these unique business borrowers.
Private Banking Learning Objectives
- Define the roles and responsibilities of the private banker
- Explain the relationship between risk and return
- Align client investment strategies with risk tolerance and financial goals
- Describe the benefits and logistics of offshore banking
- Design credit solutions to meet client needs and resources
Prerequisite Skills
Recommended skills to have before taking this course.
- Critical thinking
Level 3
2h 9min
100% online and self-paced
Field of Study: Finance
Start LearningWhat You'll Learn
Private Banking and the Role of the Private Banker
Wealth Planning and Wealth Products
Midway Check-In
Credit Solutions
Private Banking and Regulatory Requirements
Case Study - Client Scenarios
Conclusion
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Commercial Banking & Credit Analyst (CBCA®) Certification
- Skills Learned Financial Analysis, Credit Structuring, Risk Management
- Career Prep Commercial Banking, Credit Analyst, Private Lending
Financial Planning & Wealth Management Professional (FPWMP®) Certification
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
