CFA L3 IPS寫(xiě)作課

CFA L3 IPS寫(xiě)作課 掃二維碼繼續(xù)學(xué)習(xí)

短期高效提分

1888.00元

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