Wealth Management, Private Banking & Compliance Introduction

MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on higher & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance. MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things. MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry, and resident of the incubator "The Fintech House of Portugal". MTF is present in 208 countries and has been chosen by more than 360 000 students.

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• Understanding of key processes in Private Banking and Wealth Management
• Understanding why Risk and Compliance rules are so important in banking
• Understanding of key principles of private banker's work
• Parties involved to GWM
• Regulation and Business needs