Private Banking & Wealth Management - Part 6


This eCourse consists of two modules. Module 1 provides an overview of investment services for private wealth clients. It examines the importance of investment support and portfolio management as well as fiduciary and custody, and specialist investment services.

Module 2 provides an overview of financial planning for high net worth clients. We examine in detail the steps in the financial planning process and examine regulatory and industry developments in financial planning for private clients worldwide.


On completion of this course, you will be able to:
- Recognize the importance of portfolio management and investment support for high net worth clients
- Identify the key fiduciary and custody services provided by wealth management businesses
- Define the core specialist investment services provided to private clients
- Recognize the importance of financial planning for private wealth clients
- Identify the key steps in the financial planning process
- Recognize the regulatory and industry developments in HNW financial planning at a global level

Content Highlight

Module 1: Private Wealth Management - Investment Services
Topic 1: Portfolio Management & Investment Support
Topic 2: Fiduciary & Custody Services
Topic 3: Specialist Investment Services

Module 2: Private Wealth Management - Financial Planning
Topic 1: Financial Planning for Private Clients
Topic 2: The Financial Planning Process
Topic 3: Regulatory & Industry Developments

Administrative Details

SFC:2.00, PWMA:2.00
All Member: HKD540
Non-Member: HKD780
Staff of Corporate Member: HKD540