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.
Financial Incentive Scheme of the WAM Pilot Programme
This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).
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.