PFI - Private Finance Institute
The PFI - Private Finance Institute covers all facettes of private finance and wealth management. The focus lies on intense and interdisciplinary work on all aspects of financial matters of private individuals – mainly from a demand side / customer centric point of view.
Our research currenty centers around advice topics provided by banks, insurance companies and other financial service providers in retail, mass affluent, affluent, private banking and family office segments. Additionally, the PFI - Private Finance Institue covers aspects of wealth management, financial planning, estate planning, will execution as well as retirement planning.
Special attention is on family office related research. Since 2007, the PFI - Private Finance Institue has centralized its activities in the Competence Center for Family Office (CFFO) led by Prof. Dr. Peter Schaubach.
Beside our contribution in Bachelor and Master programmes, the PFI - Private Finance Intitute is very active in executive education. Since 1992, its offering is marketed under the brand EBS Finanzakademie. EBS Finanzakademie is a pioneer in post graduate training for financial professionals in private finance and wealth management. Its education had been the reference point for the Certified Financial Planner-certification.
Today, EBS Finanzakademie offers a wide array of executive education progammes ranging form 6 days to 44 days with topics in wealth management, capital markets as well as in alternative investments. Many of its offerings account toward the Master in Business with specialication in Wealth Management. In addition, company specific trainings are designed and offered.
- Private Wealth Management
- Family Office
- Financial and Estate Planning