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CFA L3 IPS寫作課

CFA L3 IPS寫作課 掃二維碼繼續(xù)學(xué)習(xí)

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1888.00元

  • 私人財富管理
  • Reading 1
  • 課時1：Framework 23:55
  • 課時2：Private Clients versus Institutional Clients 20:35
  • 課時3：Understanding Private Clients 49:02
  • 課時4：Investment Planning 27:34
  • 課時5：Investment Policy Statement 26:40
  • 課時6：Portfolio Construction and Monitoring 14:58
  • 課時7：Ethical and Compliance Considerations in Private Wealth Management 02:00
  • 課時8：Private Client Segments 08:40
  • Reading 2
  • 課時9：Global taxation regimes 07:57
  • 課時10：Simple Tax Environments 54:09
  • 課時11：Blended Taxing Environments 32:55
  • 課時12：Types of investment accounts 12:36
  • 課時13：The tax effects of trading behavior 02:54
  • 課時14：Tax loss harvesting and HIFO 08:21
  • Reading 3
  • 課時15：Estate Planning Concept 20:44
  • 課時16：Core Capital 16:42
  • 課時17：Relative after-tax values 13:06
  • 課時18：Estate planning strategy & tools 22:33
  • 課時19：Relief from double taxation 13:32
  • Reading 4
  • 課時20：Concepts 42:59
  • 課時21：Managing concentrated stock position 33:22
  • 課時22：Managing concentrated privately held business 16:51
  • 課時23：Managing concentrated real estate positions 07:05
  • Reading 5
  • 課時24：Introduction 15:40
  • 課時25：Human Capital and Financial Capital 13:51
  • 課時26：The Individual Balance Sheet 02:43
  • 課時27：The Risk Management Strategy for Individuals 04:40
  • 課時28：The Financial Stages of Life for an Individual 05:42
  • 課時29：Individual Risk Exposures 10:57
  • 課時30：Life Insurance and Other Types of Insurance 24:08
  • 課時31：Annuities 10:46
  • 課時32：Implementation of Risk Management 04:17
  • 課時33：Others 18:35
  • 課時34：Framework 23:55
  • 課時35：Private Clients versus Institutional Clients 20:35
  • 課時36：Understanding Private Clients 49:02
  • 課時37：Investment Planning 27:34
  • 課時38：Investment Policy Statement 26:40
  • 課時39：Portfolio Construction and Monitoring 14:58
  • 課時40：Ethical and Compliance Considerations in Private Wealth Management 02:00
  • 課時41：Private Client Segments 08:40
  • 課時42：Global taxation regimes 07:57
  • 課時43：Simple Tax Environments 54:09
  • 課時44：Blended Taxing Environments 32:55
  • 課時45：Types of investment accounts 12:36
  • 課時46：The tax effects of trading behavior 02:54
  • 課時47：Tax loss harvesting and HIFO 08:21
  • 課時48：Estate Planning Concept 20:44
  • 課時49：Core Capital 16:42
  • 課時50：Relative after-tax values 13:06
  • 課時51：Estate planning strategy & tools 22:33
  • 課時52：Relief from double taxation 13:32
  • 課時53：Concepts 42:59
  • 課時54：Managing concentrated stock position 33:22
  • 課時55：Managing concentrated privately held business 16:51
  • 課時56：Managing concentrated real estate positions 07:05
  • 課時57：Introduction 15:40
  • 課時58：Human Capital and Financial Capital 13:51
  • 課時59：The Individual Balance Sheet 02:43
  • 課時60：The Risk Management Strategy for Individuals 04:40
  • 課時61：The Financial Stages of Life for an Individual 05:42
  • 課時62：Individual Risk Exposures 10:57
  • 課時63：Life Insurance and Other Types of Insurance 24:08
  • 課時64：Annuities 10:46
  • 課時65：Implementation of Risk Management 04:17
  • 課時66：Others 18:35
  • 機(jī)構(gòu)投資者的組合管理
  • Reading 6
  • 課時67：Institutional Investors Common Characteristics 51:10
  • 課時68：Overview of Investment Policy 34:00
  • 課時69：Pension Funds 83:10
  • 課時70：Sovereign Wealth Funds 23:58
  • 課時71：University Endowments and Private Foundations 41:35
  • 課時72：Banks and Insurers 61:30
  • 習(xí)題講解
  • 課時73：IPS習(xí)題精講01 40:58
  • 課時74：IPS習(xí)題精講02 45:13
  • 課時75：IPS習(xí)題精講03 33:31
  • 課時76：IPS習(xí)題精講04 40:37
  • 課時77：IPS習(xí)題精講05 49:12
  • 課時78：IPS習(xí)題精講06 40:45
  • 課時79：IPS習(xí)題精講07 44:27
  • 課時80：IPS習(xí)題精講08 34:36

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