Course Information
Registration period
Year-round Recruitment
Price
HKD 150,000
Study Mode
Duration
1 Year(s)
Language
English
Location
-
Certificate
- Available
- *The delivery and distribution of the certificate are subject to the policies and arrangements of the course provider.
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Course Overview
Programme Objectives
- Equip students with an in-depth understanding of the current development of private banking and family office, including the regulatory environment, products and services, client relations and best practices
- Develop students’ applied skills in areas such as ESG investment management, trust and succession planning, philanthropy, conflict resolutions, risk management, financial analysis, legal and tax requirements tailored to the needs of high-net-worth individuals and families in Hong Kong and the Greater Bay Area
- Cultivate students’ soft skills in client relationship management, communication, data analytics, technological application and problem-solving to effectively serve the needs of high-net-worth individuals and families
- Prepare students for leadership roles in private banks, multi-family offices, and boutique wealth management firms, capitalising on Hong Kong's position as a global hub for private wealth management
What You’ll Learn
Core Courses
- Corporate Law
- Interpreting Financial and Accounting Information
- Private Banking and Family Office Essentials
- Trust Planning and Wealth Management
- Investment Management and ESG
- Regulation and Risk Management
