Comprehensive training portfolio

Present Value's eLibrary for Private Banking & Wealth Management is suitable not only for graduates and new hires but also for the continuing education of people in private banking & wealth management, available 24/7.

The comprehensive portfolio of over 70 training modules reflects the different aspects of the wealth management business

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The training portfolio is split into these series:

Levels:
Beginner
Advanced
Professional (good math knowledge required)

Series 1: Equity Markets

Module 1: Global Equity Markets
Module 2: Equity Instruments
Module 3: Stock Indices
Module 4: Chinese Stock Markets
Module 5: Latin American Markets

Series 2: Fixed Income Markets

Module 1: Fixed Income Instruments
Module 2: Valuation Techniques
Module 3: Risk Analysis of Bonds
Module 4: Corporate Bonds

Series 3: FX & Money Markets

Module 1: Cash Instruments
Module 2: FX Spot Markets

Series 4: Applied Math & Statistics

Module 1: Time Value of Money
Module 2: Measure of Location
Module 3: Measure of Dispersion
Module 4: Correlation Analysis
Module 5: Regression Analysis
Module 6: Option Pricing Theory

Series 5: Wealth Management

Module 1: Investor Analysis
Module 2: Financial Analysis
Module 3: Portfolio Composition
Module 4: Benchmark Concepts
Module 5: Performance Analysis

Series 6: Portfolio Management

Module 1: Portfolio Selection
Module 2: Efficient Portfolios
Module 3: Single Index Models
Module 4: Capital Asset Pricing Models

Series 7: Investment Strategy

Module 1: Equity Style Management
Module 2: Stock Picking Strategies
Module 3: Tracking Indices
Module 4: Absolute Return (Alpha) Strategies
Module 5: Core Satellite Approach

Series 8: Derivatives in Wealth Management

Module 1: Introduction to Financial Futures
Module 2: Stock Index Future Strategies
Module 3: Risk Controlling with Bond Futures
Module 4: Introduction to Options
Module 5: Options Pricing Theory
Module 6: Trend and Volatility Strategies
Module 7: Hedging Strategies
Module 8: Exotic Options for Advanced Clients

Series 9: Risk Management

Module 1: Price Sensitivity of Bonds
Module 2: Financial Market Risk
Module 3: Common Risk Measures

Series 10: Fundamental Analysis

Module 1: Cash Flow Models
Module 2: Ratio and Financial Analysis

Series 11: Economic Analysis

Module 1: Introduction to Macroeconomics
Module 2: Business Cycles
Module 3: Economic Growth
Module 4: World Population
Module 5: Economic Indicator
Module 6: Monetary Policy
Module 7: Market Operation of Central Banks

Series 12: Chart Analysis

Module 1: Introduction to Chart Analysis
Module 2: Alternative Charting Methods
Module 3: Oscillators

Series 13: Financial Planning

Module 1: Motivation for Financial Planning
Module 2: Retirement Planning
Module 3: Horizon-based Investing
Module 4: Life Cycle Asset Allocation

Series 14: Selling Products

Module 1: Investment Behavior of Private Investors
Module 2: Risk Profiling
Module 3: Structured Sales Process
Module 4: Due Diligence Process

Series 15: Business Communication

Module 1: Non-Verbal Communication
Module 2: Persuasion Strategies
Module 3: Negotiation Techniques

Series 16: Structured Products in Retail Banking

Module 1: Participation Products
Module 2: Principal Protected Products
Module 3: Yield Enhancement Products
Module 4: Leverage Products

Series 17: Alternative Markets

Module 1: Hedge Funds
Module 2: Precious Metals

Series 18: Real Estate Market

Module 1: Analyzing the Real Estate Market (new)
Module 2: Property Financing (new)
Module 3: Real Estate Valuation (new)

Series 19: Compliance

Module 1: Anti Money Laundering
Module 2: MiFID I (EU Compliance)
Module 3: MiFID II (EU Compliance)
Module 4: PRIIPS (EU Compliance) (new)
Module 5: AIFMD (EU Compliance) (new)