3 Day Wealth Management Workshop

Tue, 29/09/2009 - 08:30
Conducted by: 
Eureka Financial
Contact: 
Sam Baker

By the end of this training you will:

• Have a sound practical understanding of the wealth management strategies, portfolio creation and the implementation of different investment instruments
• Be able to apply day to day investment strategies by assessing the value of different investment instruments as well as estimate and manage risk
• Gain awareness of how your bank can differentiate from the competitors and apply technical analysis to your investment strategy
• Through case studies and exercises you will create portfolio for a private client, establish due diligence process for hedge fund application and learn about credit spreads for Emerging Markets bonds

Contact us for more details enquiry@eurekafinancial.com or +44 207 193 5035

Upcoming events

4 weeks 3 days from now - Hong Kong
4 weeks 3 days from now - Ulaanbaatar
4 weeks 4 days from now - Dublin
5 weeks 2 days from now - California
5 weeks 2 days from now - California

Upcoming training

Sun, 24/08/2014 (All day) - Dubai
Wed, 10/09/2014 (All day) - London
Mon, 29/09/2014 (All day) - London