Chris Wyman – Private Banking – CFI Education

*** Proof of Product ***

---

Exploring the Essential Features of “Chris Wyman – Private Banking – CFI Education”

Private Banking
Learn how Private Banking differs from traditional retail banking and the relationship between risk and return.

Overview
Private Banking Course Overview
Private banking services present many unique opportunities for a financial institution and its clientele. This Private Banking course examines what the role of a private banker entails, how their services differ from a more traditional retail banking environment, and the importance of analyzing the risk and return of a client’s investments. We discuss integrating client investment strategies with risk tolerance and financial goals to tailor personalized solutions for clientele and their families.

We cover all the most important qualitative and quantitative factors that will influence private banking clients, including important risk and return calculations and the various investment strategies available. We also cover the personal financial planning process, sources of risk, and the implementation of those plans and strategies. We use an interactive video case study to help illustrate the key takeaways and to demonstrate real-world examples of clients in a private banking setting.

Private Banking Learning Objectives
Upon completing this course, you will be able to:

• Define the roles and responsibilities of the private banker.
• Explain the relationship between risk and return.
• Align client investment strategies with risk tolerance and financial goals.
• Describe the benefits and logistics of offshore banking.
• Design credit solutions to meet client needs and resources.

Who Should Take This Course?
This course is designed for current and aspiring commercial banking professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators. This course will prepare you with the knowledge to properly assess various borrowing requests for these unique business borrowers.

What you’ll learn

• Introduction
  Course Introduction 
  Learning Objectives 
  Download Course Files
• Private Banking and the Role of the Private Banker
  Introduction 
  Private Banking_56_Client Meeting – Paul Strand.mp4 
  Defining the Private Bank 
  Private Banking Clients
  Roles and Responsibilities of a Private Banker
  Offshore Banking
  Opening an Offshore Bank Account
  Common Private Banking Fees
  Interactive Exercise 1
• Wealth Planning and Wealth Products
  Introduction
  Investing Defined
  The Relationship Between Risk and Return
  Understanding Risk
  Interactive Exercise 2
  Sources of Risk
  Time Horizon
  Personal Financial Planning Process
  Interactive Exercise 3
  Understanding Your Client
  Reasons for Investing
  Understand Risk Tolerance
  Investment Strategy
  Interactive Exercise 4
  Implementing Investment Strategies
  Investment Specialists
  Financial Investments
  Private Investment Funds
  Portfolio Management
  Discretionary Portfolio Management
  Active Trading
  Interactive Exercise 5
  Succession Planning
  Succession Planning Tools
  Tax Planning
• Midway Check-In
  Midway Check-In
• Credit Solutions
  Introduction
  Principles of Credit
  5C’s of Credit
  Loan Products and Loan Structuring
  Specialized Lending Products
  Calculating Debt Servicing
  Income Verification
  Interpreting Financial Statements – Balance Sheet
  Interpreting Financial Statements – Income Statement
  Interpreting Financial Statements – Cash Flow
  Limitations on Using Company Information
  Interactive Exercise 6
  Lending Involving a Holding Company
  Benefits of a Holding Company
  Complex Corporate Structures
  Lending Considerations
  Collateral
• Private Banking and Regulatory Requirements
  Regulatory Requirements
  Evolving Role of the Private Banker
• Case Study – Client Scenarios
  Case Study – Client Scenarios
• Conclusion
  Conclusion
• Qualified Assessment
  Qualified Assessment

This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional.
 
Commercial Banking & Credit Analyst (CBCA)® 
Private Banking is part of the Commercial Banking & Credit Analyst (CBCA)®, which includes 58 courses.

• Skills Learned
  Financial Analysis, Credit Structuring, Risk Management
• Career Prep
  Commercial Banking, Credit Analyst, Private Lending 

Financial Planning & Wealth Management (FPWM)™ 
Private Banking is part of the Financial Planning & Wealth Management (FPWM)™, which includes 26 courses.

• Skills Learned
  Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
• Career Prep
  Financial Planner, Investment Advisor, Portfolio Manager

Please see the full list of alternative group-buy courses available here: https://lunacourse.com/shop/