Kaplan

Course Listing

Effective Asset Allocation for Private Banking Clients - NEW!
As private wealth managers adapt to global market turmoil, the job of consistently demonstrating risk-weighted long-term returns for high-net-worth clients has taken on greater complexity. Transitioning from outmoded investments, evaluating new opportun... [more]

Investment Analysis and Valuation
Investment analysis plays a critical role in the stockmarket and serves the purpose of discerning whether or not the market is pricing a company’s equity correctly, given the information available... [more]

Structured Investments - Suitability Based Selling - NEW!
Asia has been first and foremost among the regions in which derivatives-linked structured investments have become widely distributed. The main consumers of these products have been affluent retail customers, typically referred to as private banking or wealth management clientele.

Indeed the products often have compelling convenience and value-proposition, but due to the complexity and popularity, such investments have ended up in portfolios of investors ill-suited to either understand or bear the risks. This has been the downfall of investors and private bankers who recommended certain ones which have performed exceptionally weakly.

The following course is designed and facilitated by a former derivatives dealer, who has been for 12 years in the Asian technical L+D space. The approach is de-constructive in nature, using term sheets from recent deals. The course participants review the term-sheets with a focus on determining where the investor’s value proposition is served (if at all) and importantly in determining the risk concentra... [more]

Technical Competencies for Wealth Managers
This course presents the key technical competencies for wealth managers to effectively carry out the financial planning process. It also presents the ... [more]

Wealth Management - Understanding Investment Derivative Products
In this 3-days programme, participants will learn investors' and issuers motivations, and the benefits and risk aspects of structured products, by their very nature, are designed to meet the special-situat... [more]

Wealth Management - Understanding Managed Investment Products including Hedge Funds & Private Equity - NEW!
This programme covers the key areas of core investment products, alternative investments, investment services, wealth management advice and relationship management. ... [more]