OVERVIEW
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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.
OVERVIEW
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In the not-so-distant past, a bank teller regularly performed dozens of routine
transactions during each and every shift. With the advent of online banking,
gradually consumers realized they could do much of the work themselves and
perform a range of simple tasks without having to darken the doors of their
local branch.
OVERVIEW
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This course will provide participants with an introduction to the key elements
to consider in analysing financial institutions for example factors used in the
assessment of the operational performance of financial institutions including
but not limited to solvency, liquidity, earnings, management and
systems/controls. The program will primarily cover banking institutions but
there will also be some sessions devoted to risks associated with insurance
companies.
Our Forensic Accounting Course is designed to help investment analysts detect earnings manipulation. It focuses on creative accounting rather than conducting detailed forensic analysis but we explain the tools short sellers employ to detect fraud and some of the techniques we used at hedge funds to identify short opportunities.
Delivered in-person, on-requestOn-request courseDelivered In-Person in InternationallyIn-Person, Internationally
This course was developed for one of the largest investment institutions in the world, a multi-trillion household name. We explain in detail our tips and tricks to build an accurate and rolling enterprise value, and then review different valuation methodologies, from DCF, through the sum of the parts and football field analyses to LTV/CAC based methods. We conclude with a series of case studies examining the valuation of individual stocks.
Delivered in-person, on-requestOn-request courseDelivered In-Person in InternationallyIn-Person, Internationally