Private banking services presents 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 how to integrate client investment strategies with risk tolerance and financial goals in mind 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 implementing those plans and strategies. We use an interactive video case study to help illustrate the key takeaways and to demonstrate real-world example clients in a private banking setting.
Upon completing this course, you will be able to:
CFI's Commercial Banking & Credit Analyst (CBCA)™ Program offers skills including credit structuring, documentation, and review procedures. From beginners to advanced users, the CBCA® program is designed to help you become a world-class commercial banker or credit analyst.
This Private Banking 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 you need to properly assess a variety of borrowing requests for these unique business borrowers.
6 courses from beginner to intermediate level.01 Optional
16 courses from beginner to intermediate level.02 Required
13 courses in advanced and intermediate levels.03 Required
Submit your CBCA™ checklist and order your certificate.04 Required
Get access to the Global Corporate Finance Society.05 Optional
Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.
The program is a part of the All Access Subscription, which includes all programs and courses.
CFI courses are designed by instructors with over 21 years of financial analyst training experience.