Financial Planning

at school(s) in France or delivered online/live/on-site/by e-learning

Private Banking and Financial Planning (Master Degree)
Course Format: Classroom
School/Trainer: ESCP-EAP Graduate School of Management [All Courses]
Training Center(s)/Venue(s): Paris, France
Jobs & Resumes: Paris
Houses & Roommates: Paris

Programme Objectives : Provide participants with the knowledge and skills in financial planning, fiscal law, sales and marketing, as well as ethics and psychology, to manage personal portfolios and private wealth Career Opportunities : Private banker, client manager, asset manager in private bank, consultant in financial planning and personal wealth management ...

Course description>>
 

This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers and public sectors. Successful stud......

Course description>>
 

This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers and public sectors. Successful stud......

Course description>>
 

The targeted skills are: �Establishing budget forecasts. �Managing the budget. �Analyzing sales reports. �Interpreting the gap between objectives and results. �Taking corrective measures....

Course description>>
 

For financial planners, or those who wish to enter the financial planning industry, this course develops skills and knowledge to provide a range of standard financial planning services and specialist paraplanning services. This course leads to compliance with ASIC RG 146 (Tier 1). ...

Course description>>
 

The course is for experienced financial planners to develop advanced skills and knowledge to provide a comprehensive range of services and innovative strategies dealing with complex issues. The course includes a focus on client centered advice and management processes. ...

Course description>>
 

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