Contact

Course Finder

Catalogue

Asset & Wealth Management

Hybrid, online and face-to-face courses

More than investment advice: CPD for professionals and executives

Financial planning, estate planning, setting up foundations, providing investment advice or supporting traditional investment funds – anybody involved in financial investments needs more than just a solid grounding in a highly specialised industry. Requisite skills include share analysis, securities processing, bank controlling and expertise in real-time payment transactions, not to mention automated advisory services and digital finance.

Above all, constant revisions of the regulations governing investment advice, plus the high standards of quality demanded by clients from their service providers, mean that qualifications must be continuously renewed and certified. Frankfurt School’s professional development programmes are tailored to your specific requirements and delivered in a state-of-the-art multimedia learning environment.

Our Top 3 recommendations

Seminars

Short course | 3 Days | € 2090

Strukturierte Kapitalanlage für vermögende Privatkunden

Short course | 2 Days | € 1490

Portfoliomanagement für Wertpapieranalysten

Short course | 1 day

Risikoorientierte Kreditentscheidung

Short course | 1 day | € 750

Corporate and Private Banking

Short course | 3.5 Hours

Bilanzierung und Aufbau von Jahresabschlüssen

Short course | 1 day

Unternehmensanalyse und Finanzierungspraxis

Short course | 1 day | € 790

Rechtliche Rahmenbedingungen der Anlage- und Vermögensberatung

Short course | 2 Days | € 1490

Steuern in der allgemeinen Vermögensanlage

Short course | 1 day | € 790

Grundlagen im Stiftungswesen

Short course | 4 Hours | € 490

Internationale Stiftungen

Short course | 1 day | € 790

Rechnungslegung für Stiftungen

Short course | 2 Days | € 1490

Stiftungsrecht

Short course | 2 Days | € 1490

Stiftungssteuerrecht

Short course | 4 Hours | € 490

Unternehmens- und Familienstiftungen

Short course | 1 day | € 790

Vermögensmanagement für Stiftungen

Short course | 4 Days | € 2750

Aktienanalyse, Rentenanalyse und Fondsanalyse

Short course | 2 Days | € 1490

Wirtschaftspolitisches Praxiswissen

Short course | 2 Days | € 1490

Testamentsvollstreckung - Ja, aber richtig!

Short course | 2 Days | € 980

Grundlagen des Investmentfondsgeschäfts

Short course | 2 Days | € 1350

Wertpapierwissen für Nichtbanker und Quereinsteiger

Short course | 3 Days | € 2090

Standardisierte Geldanlage für Privatkunden

Short course | 2 Days | € 980

Fondsrechnungswesen

Short course | 2 Days | € 980

Rechtliche Grundlagen Investmentfonds Deutschland

Short course | 2 Days | € 980

Wertpapierhandel und Wertpapierabwicklung

Short course | 1 day | € 550

Rechtliche Grundlagen Investmentfonds Luxemburg

Short course | 2 Days | € 980

Investmentfonds-Management

Short course | 1 day | € 790

Stiftungsmanagement

Short course | 2 Days | € 1490

Nonprofit-Marketing und Fundraising für Stiftungen

Short course | 2 Days | € 980

Besteuerung von Investmentfonds

Short course | 2 Days | € 980

Investmentcontrolling

Short course | 1 day | € 550

Produktentwicklung und -management

Short course | 1 day | € 790

Administration von Sachwertanlagen

Short course | 1 day | € 720

Aktives Sanierungsmanagement

Short course | 2 Days | € 1450

Auslandsgarantien

Short course | 1 day | € 790

Basiswissen "Geschlossene Fonds"

Short course | 2 Days | € 1490

Das Testamentsvollstreckeramt

Short course | 3 Hours | € 118

Derivate

Short course | 1 day | € 790

Gesetzliche Rahmenbedingungen der Testamentsvollstreckung

Short course | 1 day | € 790

Grundsätze ordnungsgemäßer Nachlass- und Vermögensverwaltung

Short course | 1 day | € 790

Internationale Testamentsvollstreckung

Short course

Kompendium BankPraxis

Short course | 20 Hours | € 550

Online-Kurs zur Aufrechterhaltung des Sachkundenachweises gemäß WpHGMAnzV

Short course | 1 day | € 790

Rechtliche Strukturierung

Short course | 4 Hours | € 790

Steuerliche Besonderheiten der Testamentsvollstreckung inkl. Erbrecht

Short course | 1 day | € 790

Testamentsvollstreckung in der Praxis

Short course | 1 day | € 790

Unternehmensrecht in der Testamentsvollstreckung

Load more

Brochure Asset & Wealth Management

Find out more about our courses in Asset & Wealth Managment

Download
Testimonials

Special times require special measures: Due to the pandemic, the continuing education took place in face-to-face seminars and online lectures. I was impressed by the professionalism of the Frankfurt School in both variants.


Katharina Isotow
Zertifizierte Anlagberaterin VNEO – Volksbank Lübbecker Land eG

A practical training, exciting contacts and a lot of input for your own work! The training not only provides the necessary knowledge for the successful management of a foundation.


Benedikt Grießhaber
Leiter Öffentlichkeitsarbeit Sparkasse Schwarzwald-Baar

Contact

Thomas Kohrs

Senior Programm Manager

t.kohrs@fs.de

069 154008-397