Wealth Management
[Webinar] Portfolio Management & Financial Planning for Private Wealth Management Practitioners
Overview
This course is designed to provide you with a comprehensive understanding of portfolio management and financial planning specifically tailored for private wealth management. You will learn essential concepts and strategies for constructing and managing investment portfolios that align with clients' financial goals and risk tolerance.
Content
The course will cover different topics about Private Banking & Private Wealth Management:
1. Wealth Goals & Investment Objectives
2. Asset Allocation
3. Portfolio Construction & Implementation
4. Monitoring & Rebalancing
5. Portfolio Review & Reporting
6. Interests in Virtual Assets
7. Latest Trends in Family Office & UHNW Asset Allocation and Flows
8. Rising Trend of Alternative Investments
Who should attend
The course primarily targets PWM practitioners who would like to enhance their knowledge and skills in portfolio management and financial planning.
Speaker/Course Instructor
Skilled in Client Relationship Management, Private Wealth & Investment Advisory, Discretionary & Alternatives Portfolio Management and Asset Allocation of Capital Market.
CFA & FRM charter holder, Doctor of Finance candidate at Shanghai University of Finance and Economics.