Private Wealth Management Training | International Finance Institute
71 West 23rd Street
212-461-1061
250 Yonge Street
416-907-7208
Two Prudential Plaza
312-340-0785
100 Pine Street
415-358-1659
Oppenheimer Tower
310-807-0290
137 Cecil Street
+65 3158 2044
Queen's Road
+852 3973 3924
Hanover Square
+44 20 3468 5030
Mainzer Landstraße
+49 69 9579 8906
Business Centre OBC Suisse
+41 44 508 3376
Interpred, WTC
+359 2 489 0124
N Mandela Sq
+27 11 568 2369
Bligh Centre
+61 29 119 2946



PRIVATE-WEALTH MANAGEMENT TRAINING

WHAT IS PRIVATE WEALTH MANAGEMENT?

Private wealth management is described to be a blend of financial or investment advice combined with additional professional services (e.g., legal, tax, real estate or accounting) offered to affluent, high- and ultra-high-net-worth individuals. The main purpose of private wealth management is to safeguard and increase the present assets of the client by allocating a team to look after their financial interests. Investment consultants make up an intrinsic and indispensable part of such teams and provide personalized and dedicated consultancy to the customer.

SKILLS REQUIRED TO WORK IN PRIVATE WEALTH MANAGEMENT

With the number of high- and ultra-high-net-worth individuals increasing on a global scale, the demand for premium quality private wealth management services is constantly rising. Top-notch analytical abilities are the core skills needed for providing comprehensive financial and investment advice. Financial modeling and forecasting, corporate valuation and financial analysis are key skills needed for a career in private wealth management. These are developed through a firm foundation in valuation and financial modeling and later on manifested into tax advisory, wealth transfer, cash flow and investment portfolio management.

HOW CAN THE IFI TRAINING COURSE HELP ME IN MY CAREER IN PRIVATE WEALTH MANAGEMENT?

By teaching you how to put a dollar value to a company or project at present and how to use financial modeling to forecast future changes in these values, the IFI Financial Modeling and Corporate Valuation investment banking training program will empower you to provide your customers with quality investment advice and services. In addition to providing you with solid training on technical skills, we will instill in you the aptitude to work directly with investors.

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IFI North America

71 West 23rd Street
212-461-1061
250 Yonge Street
416-907-7208
Two Prudential Plaza
312-340-0785
100 Pine Street
415-358-1659
Oppenheimer Tower
310-807-0290

IFI Europe

Hanover Square
+44 20 3468 5030
Mainzer Landstraße
+49 69 9579 8906
Business Centre OBC Suisse
+41 44 508 3376
Interpred, WTC
+359 2 489 0124

IFI World

137 Cecil Street
+65 3158 2044
Queen's Road
+852 3973 3924
N Mandela Sq
+27 11 568 2369
Bligh Centre
+61 29 119 2946

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