Introduction:
Today, excellent management strategies are the cornerstone of an enterprise or an organization’s success. Financial industry also needs good corporate governance. Amid the development of global economy, more and more diversification is demanded. Therefore, in order to meet customers’ demand, financial institutions continuously develop new business. However these new business units lack excellent management talents, so the performance cannot reflect the potential of the enterprise. Such courses on business by the camp management, to work in the financial management of the organizations of the participants brought a new awareness and teach practical skills, institutions continued to expand their operations at the same time, maintain operational efficiency and effectiveness. In addition, the curriculum also assist the management trainees master the basic skills of management of financial institutions, such as analyzing financial statements and the ability to control costs, thus contributing to high-yield health institutions to achieve low consumption mode of operations.
Course:
Overview of management accounting
Private banking operation and management
Overview of management accounting
Suitable for groups: Charge related to the Governors, President of the private bank and finance management
Class: 6 Hours
Learning mode
Lecture
Introduction to the course
Tradition only led people to believe that accounting and corporate finance departments or accounting firms. In practice, however, as the staff in finance, understanding basic accounting theory not only their own professional capabilities, more companies with no measurable benefit. As the price rises, costs are getting higher and higher, and led many companies to make ends meet, so how do you manage costs as the industry of a good and healthy operation of the highest priority. Finance for non-financial sector staff, how to manage costs? Cost management and basic accounting theory what's inevitable connection?
This course is designed to enable students to understand the basic concepts of management accounting, and training students ' ability of reading and analysis of financial statements, so that students will be able to identify cost component in the report, based on analysis of sectoral nature if too big to affect the sector's healthy development, state final instructions to improve the sector and even the entire company's business.
Course outline
. Promoting management success factors
. Differences between financial accounting and management accounting
. Cost terms, concepts, and classifications
. Cost behavior: analysis and use
. Service Department absorption costing
. Operating status – Financial statement analysis
Private banking operation and management
Suitable for groups:Competent President of the managers, private bankers and clients
Class: 12 Hours
Learning mode
Lecture
Introduction to the course
Credit Suisse private banking in the world wealth report published forecasts,2015 Year total household wealth in China would grow from the existing level of 111% to reach 35 trillion dollars surpassing Japan as the world's second. High net worth population, provides the basis for the development of private banking business, but so far, only about5%of the Chinese high net-worth individuals became customers of foreign private banks, the development potential of private banking.
Private Bank emphasizes asset management capacity, business scope and high product complexity, such as:QDII, Selection of funds, fixed income products and so on. In addition to providing a variety of investment products, but also for clients in healthcare, VIP treatment and other value-added services, specialized service is targeted at high net-worth individuals.
On private banking through this course you will be able to have a full understanding of, and learning how to financial planning for high net-worth individuals and private banking business management skills.
Course outline
. Overview of the private banking market
. Definition of a private bank and the status of the development of Europe and the United States,
. Prospects for the development of private banking business in China
. Private banking operations
. Source of customers, customer type, scope of business
. Private banking services
. Asset management services, investment services, financial planning