Private Banking

Program Brief

This ADGM Academy programme is designed to immerse participants in the world of private banking. The course begins with an introduction to the fundamental concepts of private banking and the diverse range of services it encompasses.

Participants will explore the historical development of private banking, tracing its evolution and the factors that have shaped its current landscape. Participants will also gain insights into the distinguishing features of private banking, including how it differs from other banking sectors.

Furthermore, the programme will delve into the key products and services offered in private banking. By the end of this training, participants will be well-equipped with the knowledge and skills essential for excelling in the private banking sector.

ADGM Academy offers industry-leading qualifications and training for financial services professionals, with an innovative approach to learning and a commitment to supporting participants at every step, ensuring professional education is accessible to all.

Audience

This programme has been designed for Private Bankers of varying levels of experience. The course has been created at an intermediate level to be easily adapted according to the audience’s needs and company goals.

Entry Requirement

There are no specified entry requirements. However, it is intended for those already employed in a bank or financial organisation.

Course

Upon successful completion of the programme, you will receive a Certificate of Completion from ADGM Academy & The London Institute of Banking & Finance.

Program Specification

Course Provider Name

LIBF

Price per applicant

AED 5,100

Seat Capacity

Minimum participant number – 13

Duration

The course is delivered as a two-day in person workshop.

Course Date

  • 14-15 October 2024
  • Timings: 10:00AM – 4:00PM

Location of training

ADGM Academy, Al Maryah Island

Topic

  • Confidently assist Private Banking clients.
  • Identify suitable products for customers.
  • Understand product risks.
  • Recognise when a risk is too big and be comfortable to say ‘no’ to clients.
  • Understand the Investment Risk Assessment process.

Timetable

  • 14-15 October 2024

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