Overview
Global Wealth Management, Private Banking and Compliance by MTF Institute
Syllabus
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- Introduction to Global Wealth Management
-- Overview of Wealth Management Industry
-- Key Players and Institutions
- Fundamentals of Private Banking
-- History and Evolution of Private Banking
-- Roles and Responsibilities of Private Bankers
- Wealth Management Strategies
-- Asset Allocation and Portfolio Diversification
-- Risk Management Techniques
- Investment Instruments and Products
-- Stock and Bond Markets
-- Alternative Investments (Hedge Funds, Private Equity)
- Financial Planning and Advisory Services
-- Retirement Planning
-- Estate and Succession Planning
- Regulatory Environment and Compliance
-- Global Regulatory Bodies (e.g., SEC, FINRA)
-- Know Your Customer (KYC) and Anti-Money Laundering (AML) Policies
- Taxation in Wealth Management
-- Tax Strategies for Individuals and Trusts
-- Cross-Border Taxation Issues
- Technology in Wealth Management
-- Fintech Innovations in Private Banking
-- Digital Wealth Management Tools
- Ethical Considerations in Wealth Management
-- Fiduciary Duty and Ethics
-- Trust Building with Clients
- Case Studies in Global Wealth Management
-- Real-World Applications and Challenges
-- Lessons Learned from Industry Leaders
- Future Trends in Wealth Management
-- Impact of Globalization and Digitalization
-- Emerging Markets and Opportunities
Taught by
MTF Institute of Management, Technology and Finance
Tags
On-Demand
