تفاصيل البرنامج
نوع البرنامج التدريبى
اسم البرنامج التدريبى
رقم البرنامج التدريبى
عدد الأيام
عدد ساعات البرنامج
تاريخ بدء البرنامج 26 ديسمبر 2021
مكان الانعقاد القاهره - مصر
المهندسين - 26 ش عدن من ش شهاب
مستوى البرنامج
لغة البرنامج
مزايا المشاركة
  • الإستقبال والمغادره من وإلى المطار ( للمشاركين من خارج مصر )
  • وجبه خفيفه مع المشروبات الساخنه والبارده يوميا
  • تقييم نهائى
  • تقييم عام للبرنامج التدريبي
  • تقييم يومى للمشاركين
  • الحصول على المادة العلمية (Hard copy)
وصف البرنامج
تفاصيل البرنامج

Portfolio Management, Financial Markets  And Risk Management
-    Building on classical concepts in portfolio theory,  you  will  learn  more  advanced  applications  as they  apply  to  equities,  bonds,  or  hedge  fund strategies.  You  will  learn  to  question  and  assess asset  managers.  Furthermore,  you  will  practice how  to  break  down  and  evaluate  various structured  products  in  order  to  give  clients  the best  advice.  Finally,  you  will  gain  insights  into modern concepts of risk management.
-    Portfolio  management
-    Investment policy and agreements
-    Efficient-market theories
-    Performance measurement
-    Investment styles fixed-income management
-     Structured    products    risk    management    and operational risk
-    Hedge funds tax and insurance aspects  
-    Practical diversification possibilities
Wealth Management And Planning
-    The topic covers  the special aspects of wealth management for high net-worth individuals and the  comprehension  of  the  major  concepts underlying global laws and regulations related to wealth  planning.  Also,  major  principles  in domestic  and  international  estate  and  tax planning and how to recognize opportunities for clients will be covered. Furthermore, suitable asset allocation  techniques  from  an  integrated perspective,  taking  finance,  financial  planning aspects, risk  tolerance; lifestyle, life  cycle, and estate  planning  into  consideration  will  be discussed.  In  a  complex  wealth  management situation, you will be able to integrate the advice given by various counsellors to help facilitate the optimal solution and clients' decisions.
-    Financial planning and life cycle models for high- net-worth  individuals
-    Asset  allocation,  client  objectives  and  suitable financial decisions
-    Integrated  financial  planning  for  entrepreneurs (including  laws  and  taxes  governing  IPO's  and divestitures)
-    International  wealth  planning  for  high-net-worth individuals  (including  trusts,  foundations,  estate planning,  comparative  tax  laws,  mobility  and residence)
-    Objectives and strategies of a family office
Management Accounting and Controlling
 
-    Develop  the  ability  to  apply  modern controlling  concepts  concerning  the profitability  of  products  and  customer segments.  Understanding  the  workings  of asset  and  liability  management  and  how  to judge  the  financial  status  of  a  company based on balance sheet and profit or loss.
-    Modern methods of cost calculation for products,  services, processes, and clients
-    Methods  of  internal  cost  allocation  and  their consequences
-    Asset and liability management
-    Balance sheet and profit and loss analysis
-    Examples  of  existing  cost  calculations  and  their uses
Interpersonal Skills For Dealing With High- Net-Worth Individuals
-    Understanding the ethical concepts in wealth management based on different cultural backgrounds and different historical developments. Developing sensitivity towards codes of conducts in different cultures. Strengthening personal skills in handling demanding high-net-worth individuals both in business and in social settings, and how to improve your negotiation skills with customers.
-    Cultural and psychological frameworks of
-    wealth Negotiation skills and role plays
Marketing For The Financial Industry
-    Develop an integrated service concept for high- net-worth individuals and determine how to implement suitable client segmentation. Understand the consequences of different service  and pricing strategies and distribution channel  policies. Demonstrate how to build sustainable  customer loyalty for high-net-worth individuals,  and how to define, implement and secure a service culture perceived as value-added by the client.
-    Furthermore, you will learn about the possibilities  provided by modern customer relationship management systems and data-mining techniques and how to apply to the setting of high-net-worth  individuals.
-     Approaches to marketing Customer behaviour and client segmentation

المستهدفون
الاهداف العامة
الاهداف التفصيلية
جهة اعتماد الشهادات
البرامج المتعلقة