Private Banking and Wealth

How to Acquire, Protect and Preserve Wealth.

13 – 16 September 2022
Sandton Centre Johannesburg South Africa

Register Now! Limited Seats Available!

Public R15, 999.00

Online R9, 999.00

Online R9, 999.00

Public R15, 999.00

Online R9, 999.00

Course overview:

Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents.

This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect, preserve, enjoy, and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.

The training course will highlight:

  • Investment planning and the role of financial institutions, financial advisors, financial analysts and markets
  • The major classes of investments & their characteristics
  • How to protect wealth & reduce risk?
  • How to evaluate investments and portfolio performance?
  • How to ensure your wealth can be passed on to your dependents?

Course Objectives:

At the end of this training course, you will learn to:

  • Develop an efficient investment portfolio, increase wealth whilst minimising risk
  • Evaluate financial statements, investment and analysts reports identifying potential investments
  • Evaluate the risk/volatility of major financial markets, e.g. International Stock Exchanges, Forex, Derivatives
  • Calculate and evaluate risk-adjusted performance measurement
  • Take steps to preserve the wealth guarding against inflation, market volatility, tax, etc

Who Should Attend:

This course is suitable for a wide range of professionals but will greatly benefit:

  • Professionals responsible for managing wealth on behalf of others
  • Private Banking
  • Professionals working as part of a team responsible for investing funds, providing financial advice or analysis
  • Those with aspirations to become financial analysts or financial advisors
  • Those seeking to manage their own wealth
  • Those with an interest in investment and portfolio planning.

Course Outline:

An Overview of Private Banking & Wealth Management 

  • Private Banking and Wealth Management Compared
  • The Roles & Scope of Private Banking & Wealth Management
  • The Private Banking and Wealth Management Market
  • Establishing & Maintaining Client Relationships
  • Maximising Return for both Client and Bank
  • Minimising Risk for both Client and Bank

Investment Planning  

  • Major Investment Decisions/Determining your Investment Objectives
    • Liquidity
    • Income
    • Growth
    • Risk Reduction
  • Preparation of a Client Profile
  • An Introduction to the Major Classes of Investments & their Characteristics:
    • Physical Assets: Property, Gold, Currency etc
    • Financial Assets: Shares, Bonds, Collective Investments & Derivatives
  • Financial Institutions, Financial Advisors & Financial Analysts
  • Markets; Market Efficiency and Market Volatility
  • The Regulatory & Taxation Framework and the impact on personal financial decisions and financial advisors

Protecting Wealth & Reducing Risk                       

  • Risk v Return – the Risk-Return Trade-Off
  • Measuring Risk – Beta, Standard Deviation, Market Volatility
  • Reducing Risk – Portfolio Theory, Diversification and Devising an Efficient Portfolio
  • Protecting against Exchange Rate Risk in relation to:
    • Transactions and Translation of Assets
  • Investment Strategies in Bull & Bear Markets
  • Life Assurance & Assurance Related Investments

Evaluating Investments and Portfolio Performance 

  • Financial Analysis
    • Fundamental Analysis
    • Technical Analysis
  • Financial Statements Analysis to identify investments
  • Investment Ratio Analysis
    • EPS, Earnings Yield, DPS, Dividend Yield, Dividend Cover, PE Ratio
  • The Capital Asset Pricing Model (CAPM)
    • Estimating the Return required for the Risk taken
  • Enron – a warning to any investor
  • Evaluating Portfolio Performance
    • Jensen
    • Traynor
    • Sharpe

Passing on Wealth

  • Retirement Planning – Pensions & Annuities
  • The Risks of Distributing Wealth
  • Life Expectancy & Wills
  • Estate Planning
  • Tax Planning & Inheritance Tax (where applicable)
  • Trusts

End of the workshop


While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.

For Registration and other Training arrangements,
contact us on the detail below.

SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389 /