Private Banking and Wealth Management

CUSTOMISED FOR CORPORATES (MINIMUM: 10 PARTICIPANTS)

The Finance sector in Mauritius is at a crossroad, with increasing opportunities and multiple options ahead. It is a sector, which is actually:

  • Exponentially increasing its value-added in our Mauritian economy.
  • Constantly innovative in terms of its product and market development.
  • Continuously in the limelight with regard to the career prospects that it offers.

Target audience:
School leavers with HSC (with at least one of the following as main subject: Accounting, Mathematics, Business Management or Economics), and anyone, possessing the minimum entry requirement, who wishes to start or further develop a career in the financial services field.

Objectives of our course:

  • To develop a thorough understanding of management, operational and legal principles in the financial services environment in Mauritius.
  • To explain the different traditional as well as contemporary activities involved in the financial environment, in a very practical way.
  • To introduce the latest and forthcoming financial products, concepts and techniques.
  • To prepare the students to start-off a career in finance in Mauritius.

Course Format: Face-to-face lectures with LCD Presentation, Individual financial and mathematical exercises, Group case-study discussions, Mauritian case-in-Practice.

Main topics to be covered: (more information is available in our structured syllabus, accessible only when registrations are opened for this course):

  • Introduction to the World of Finance
  • Financial and mathematical techniques
  • Stock and Bond markets in Mauritius
  • Mutual funds, Collective Investment schemes
  • Financial derivatives and Commodities
  • Evolution towards Private Banking
  • Budget planning
  • Financial Planning
  • Introduction to Wealth Management

Standards: Professional, practical, real-life and up-to-date training. Approved by the Mauritius Qualifications Authority.

Duration: 28 Hours over 14 Weeks – Part time, with one weekly session.
 
Job Prospects as:

  • Investment Dealer       
  • Financial Planner
  • Portfolio Officer
  • Wealth Planner
  • Analyst
  • Trader
  • Investor
  • Stock Broker
  • Fund Administrator
  • Financial Advisor
  • Private Banker

Career-Start-ups in:
Financial Services Sector, Stock Exchange, Investment Funds, Wealth Management, Trust, Shariah-Compliant Finance, Retail Banking, Premium Banking.

Cost of training:
Rs. 30,000 (with HRDC refund for Companies and payment facilities for Individuals).

Course Schedule:
Start Date: TBA            End Date:  TBA          Time Schedule: TBA

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