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FINANCIAL MARKET COURSES

Private Wealth Management – Client Investment & Wealth Allocation

This course focuses on the client needs and associated risk appetites that drive client investing behavior and processes. The wealth-lifestyle objectives of the client and investment allocation decisions used to meet these objectives are also examined in detail.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Identify the differences and weaknesses of MPT in relation to private client investment portfolios

    Recognize how the investment allocation behavior of HNW clients is based on complex considerations with different allocations based on risk appetite and stage in lifecycle

    Recall how client personal and financial needs, aspirations and risk appetites change over time and how this impacts portfolio construction and client investment product preferences

  • COURSE OUTLINE

    Topic 1: Modern Portfolio Theory (MPT) & Private Client Needs & Risks

    Overview of Private Client Investing & MPT

    MPT & Client Portfolios

    MPT & Challenges in Wealth Management

    Overview of Client Needs

    Funding Client Needs

    Client Risks

    o Market Risk

    o Liquidity Risk

    o Lifecycle Risk

    o Event Risk

    Client Tax Management

    Topic 2: Client Asset Allocation & Investment Choices

    Overview of Client Asset Allocations & Investment Choices

    Client Needs & Investment Allocation

    o Example

    Managing Client Risks

    Lifecycle Investing & Human Capital

    o Example

    Topic 3: Client Investment Allocation Framework

    Overview of the Client Investment Allocation Framework

    Asset Allocation vs. Risk Allocation

    Dimensions of Risk

    o Personal Lifestyle

    o Relative Lifestyle

    o Aspirational Lifestyle

    Asset Allocation & Wealth Objective Matching

    o Example

    o Risk Management

    Asset Allocation & the Private Wealth Manager

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    75 Minutes

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