fitforwealthmanagement
Powerful eLibrary for Private Banking & Wealth Management
Main Page Screenshot

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

Request a demo today.


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)